Interact to see
Advertisement
Advertisement
MERFX vs VARCX
MERFX vs VARCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. VARCX (1.48B). VARCX pays higher dividends than MERFX: VARCX (2.17) vs MERFX (1.68). MERFX was incepted earlier than VARCX: MERFX (36 years) vs VARCX (1 year). VARCX (2.81) is less costly to investors than MERFX (1.67). VARCX is a more actively managed with annual turnover of: 403.00 vs. MERFX (153.00). VARCX has a lower initial minimum investment than MERFX: VARCX (1000) vs MERFX (2500). MERFX annual gain was more profitable for investors over the last year : 6.96 vs. VARCX (1.49).
| MERFX | VARCX | MERFX / VARCX | |
| Total Expense Ratio | 1.56 | 2.81 | 56% |
| Annual Report Gross Expense Ratio | 1.67 | 2.81 | 59% |
| Fund Existence | 36 years | 1 year | - |
| Gain YTD | 4.376 | 3.149 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 1.48B | 159% |
| Annual Yield % from dividends | 1.68 | 2.17 | 77% |
| Returns for 1 year | 6.96 | 1.49 | 468% |
| Returns for 3 years | 11.45 | N/A | - |
| Returns for 5 years | 10.74 | N/A | - |
| Returns for 10 years | 21.58 | N/A | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TAAEX | 41.11 | 0.22 | +0.54% |
| Transamerica Capital Growth R | |||
| HEMZX | 7.74 | 0.04 | +0.52% |
| Virtus SGA Emerging Markets Equity A | |||
| LAFVX | 19.45 | 0.01 | +0.05% |
| Lord Abbett Affiliated R6 | |||
| PUFCX | 19.49 | -0.01 | -0.05% |
| PGIM Jennison Financial Services C | |||
| ALIBX | 12.25 | -0.01 | -0.08% |
| ALPS/Smith Balanced Opportunity Inv | |||