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MERFX vs MERIX
MERFX vs MERIX Comparison Chart
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MERFX vs. MERIX commentary
Apr 12, 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 (2.31B) and MERIX (2.31B) have equal amount of cash in the bank . MERIX pays higher dividends than MERFX: MERIX (2.18) vs MERFX (1.71). MERFX was incepted earlier than MERIX: MERFX (36 years) vs MERIX (12 years). MERFX (1.67) is less costly to investors than MERIX (1.37). 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 (3.59). MERIX return over 5 years is better than : 11.29 vs. MERFX (9.80).
| MERFX | MERIX | MERFX / MERIX | |
| Total Expense Ratio | 1.56 | 1.27 | 123% |
| Annual Report Gross Expense Ratio | 1.67 | 1.37 | 122% |
| Fund Existence | 36 years | 12 years | - |
| Gain YTD | 2.159 | 2.246 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 2.31B | 100% |
| Annual Yield % from dividends | 1.71 | 2.18 | 78% |
| Returns for 1 year | 3.59 | 3.87 | 93% |
| Returns for 3 years | 6.01 | 6.93 | 87% |
| Returns for 5 years | 9.80 | 11.29 | 87% |
| Returns for 10 years | 19.30 | 22.16 | 87% |
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