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EVDIX vs MERFX
EVDIX vs MERFX Comparison Chart
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EVDIX vs. MERFX commentary
May 22, 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 Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.33B vs. EVDIX (93.7M). MERFX pays higher dividends than EVDIX: MERFX (1.69) vs EVDIX (1.17). 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 : 6.62 vs. MERFX (5.44). EVDIX return over 5 years is better than : 70.12 vs. MERFX (10.00).
| 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 | 3.689 | 3.501 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.7M | 2.33B | 4% |
| Annual Yield % from dividends | 1.17 | 1.69 | 69% |
| Returns for 1 year | 6.62 | 5.44 | 122% |
| Returns for 3 years | -1.97 | 9.48 | -21% |
| Returns for 5 years | 70.12 | 10.00 | 701% |
| Returns for 10 years | 68.07 | 20.26 | 336% |
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