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EVDIX vs MERFX
EVDIX vs MERFX Comparison Chart in %
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EVDIX vs. MERFX commentary
Jun 27, 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 EVDIX is a Hold and MERFX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. EVDIX (94.9M). MERFX pays higher dividends than EVDIX: MERFX (1.68) vs EVDIX (1.16). EVDIX was incepted earlier than MERFX: EVDIX (15 years) vs MERFX (36 years). EVDIX (1.84) is less costly to investors than MERFX (1.67). MERFX is a more actively managed with annual turnover of: 153.00 vs. EVDIX (48.00). MERFX has a lower initial minimum investment than EVDIX: MERFX (2500) vs EVDIX (1000000). EVDIX annual gain was more profitable for investors over the last year : 8.45 vs. MERFX (6.76). EVDIX return over 5 years is better than : 67.68 vs. MERFX (10.86).
| EVDIX | MERFX | EVDIX / MERFX | |
| Total Expense Ratio | 1.77 | 1.56 | 113% |
| Annual Report Gross Expense Ratio | 1.84 | 1.67 | 110% |
| Fund Existence | 15 years | 36 years | - |
| Gain YTD | 5.312 | 4.492 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.9M | 2.35B | 4% |
| Annual Yield % from dividends | 1.16 | 1.68 | 69% |
| Returns for 1 year | 8.45 | 6.76 | 125% |
| Returns for 3 years | 1.07 | 10.47 | 10% |
| Returns for 5 years | 67.68 | 10.86 | 623% |
| Returns for 10 years | 72.33 | 22.41 | 323% |
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