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MERFX vs MERIX
MERFX vs MERIX Comparison Chart
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MERFX vs. MERIX commentary
Nov 18, 2024
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 Buy and MERIX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX (2.34B) and MERIX (2.34B) 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 : 3.87 vs. MERFX (3.55). MERIX return over 5 years is better than : 6.93 vs. MERFX (5.41).
| 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 | 1.517 | 1.769 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 2.34B | 100% |
| Annual Yield % from dividends | 2.58 | 2.89 | 89% |
| Returns for 1 year | 3.55 | 3.87 | 92% |
| Returns for 3 years | 3.82 | 4.70 | 81% |
| Returns for 5 years | 5.41 | 6.93 | 78% |
| Returns for 10 years | 17.13 | 20.00 | 86% |
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