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MERFX vs MERIX
MERFX vs MERIX Comparison
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MERFX vs MERIX Comparison Chart in %
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MERFX vs. MERIX commentary
Jun 23, 2026
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 (2.52B) and MERIX (2.52B) have equal amount of cash in the bank . MERIX pays higher dividends than MERFX: MERIX (4.34) vs MERFX (3.88). MERFX was incepted earlier than MERIX: MERFX (37 years) vs MERIX (13 years). MERFX (1.65) is less costly to investors than MERIX (1.36). MERFX (149.00) and MERIX (149.00) 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 : 1.49 vs. MERFX (1.19). MERIX return over 5 years is better than : 8.97 vs. MERFX (7.43).
| MERFX | MERIX | MERFX / MERIX | |
| Total Expense Ratio | 1.55 | 1.26 | 123% |
| Annual Report Gross Expense Ratio | 1.65 | 1.36 | 121% |
| Fund Existence | 37 years | 13 years | - |
| Gain YTD | 1.043 | 1.236 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 2.52B | 100% |
| Annual Yield % from dividends | 3.88 | 4.34 | 89% |
| Returns for 1 year | 1.19 | 1.49 | 80% |
| Returns for 3 years | 13.36 | 14.36 | 93% |
| Returns for 5 years | 7.43 | 8.97 | 83% |
| Returns for 10 years | 26.52 | 29.64 | 89% |
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