Interact to see
Advertisement
Advertisement
MERFX vs MERIX
MERFX vs MERIX Comparison
Open Charts MERFX vs MERIX
MERFX vs MERIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MERFX vs. MERIX commentary
Jul 14, 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 (2.54B) and MERIX (2.54B) have equal amount of cash in the bank . MERIX pays higher dividends than MERFX: MERIX (4.32) vs MERFX (3.86). 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 : 1.16 vs. MERFX (0.98). MERIX return over 5 years is better than : 10.28 vs. MERFX (8.85).
| 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 | 1.507 | 1.648 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 2.54B | 100% |
| Annual Yield % from dividends | 3.86 | 4.32 | 89% |
| Returns for 1 year | 0.98 | 1.16 | 84% |
| Returns for 3 years | 13.00 | 13.86 | 94% |
| Returns for 5 years | 8.85 | 10.28 | 86% |
| Returns for 10 years | 26.61 | 29.66 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RSPG | 103.30 | 2.67 | +2.65% |
| Invesco S&P 500® Equal Weight Energy ETF | |||
| ARB | 29.69 | -0.02 | -0.08% |
| AltShares Merger Arbitrage ETF | |||
| ZJUN | 27.45 | -0.05 | -0.18% |
| Innovator Equity Dfnd Prot ETF -1 YrJune | |||
| JNK | 95.76 | -0.17 | -0.18% |
| State Street® SPDR® Blmbg Hi Yld Bd ETF | |||
| FTMH | 11.77 | -0.02 | -0.19% |
| Franklin Municipal High Yield ETF | |||