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EVDAX vs MERFX
EVDAX vs MERFX Comparison Chart
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EVDAX vs. MERFX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EVDAX is a Buy and MERFX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.32B vs. EVDAX (91M). MERFX pays higher dividends than EVDAX: MERFX (1.69) vs EVDAX (0.89). EVDAX was incepted earlier than MERFX: EVDAX (21 years) vs MERFX (36 years). EVDAX (2.11) is less costly to investors than MERFX (1.67). MERFX is a more actively managed with annual turnover of: 153.00 vs. EVDAX (48.00). MERFX initial investment is less costly to investors than EVDAX (3%) vs EVDAX (3%). EVDAX has a lower initial minimum investment than MERFX: EVDAX (2000) vs MERFX (2500). EVDAX annual gain was more profitable for investors over the last year : 6.42 vs. MERFX (4.90). EVDAX return over 5 years is better than : 69.42 vs. MERFX (8.61).
| EVDAX | MERFX | EVDAX / MERFX | |
| Total Expense Ratio | 2.02 | 1.56 | 129% |
| Annual Report Gross Expense Ratio | 2.11 | 1.67 | 126% |
| Fund Existence | 21 years | 36 years | - |
| Gain YTD | 2.266 | 3.209 | 71% |
| Front Load | 3% | 6% | 45% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91M | 2.32B | 4% |
| Annual Yield % from dividends | 0.89 | 1.69 | 52% |
| Returns for 1 year | 6.42 | 4.90 | 131% |
| Returns for 3 years | -2.43 | 8.98 | -27% |
| Returns for 5 years | 69.42 | 8.61 | 806% |
| Returns for 10 years | 61.85 | 20.68 | 299% |
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