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MERFX vs VARCX
MERFX vs VARCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.37B vs. VARCX (1.48B). VARCX pays higher dividends than MERFX: VARCX (2.17) vs MERFX (1.67). 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 : 5.51 vs. VARCX (1.02).
| 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 | 5.076 | 2.958 | 172% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 1.48B | 160% |
| Annual Yield % from dividends | 1.67 | 2.17 | 77% |
| Returns for 1 year | 5.51 | 1.02 | 539% |
| Returns for 3 years | 10.89 | N/A | - |
| Returns for 5 years | 10.51 | N/A | - |
| Returns for 10 years | 23.56 | N/A | - |
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