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MERFX vs MERIX
MERFX vs MERIX Comparison Chart
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MERFX vs. MERIX commentary
Jan 19, 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 MERFX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX (2.33B) and MERIX (2.33B) have equal amount of cash in the bank . MERIX pays higher dividends than MERFX: MERIX (2.89) vs MERFX (2.58). MERFX was incepted earlier than MERIX: MERFX (36 years) vs MERIX (11 years). MERFX (218.00) and MERIX (218.00) have comparable annual turnover. MERFX has a lower initial minimum investment than MERIX: MERFX (2500) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 2.61 vs. MERFX (2.35). MERIX return over 5 years is better than : 7.70 vs. MERFX (6.16).
| MERFX | MERIX | MERFX / MERIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 11 years | - |
| Gain YTD | 0.817 | 0.827 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 2.33B | 100% |
| Annual Yield % from dividends | 2.58 | 2.89 | 89% |
| Returns for 1 year | 2.35 | 2.61 | 90% |
| Returns for 3 years | 5.71 | 6.55 | 87% |
| Returns for 5 years | 6.16 | 7.70 | 80% |
| Returns for 10 years | 20.07 | 23.03 | 87% |
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