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MERFX vs VARCX
MERFX vs VARCX Comparison
Open Charts MERFX vs VARCX
MERFX vs VARCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.54B vs. VARCX (1.63B). MERFX pays higher dividends than VARCX: MERFX (3.86) vs VARCX (2.71). MERFX was incepted earlier than VARCX: MERFX (37 years) vs VARCX (2 years). VARCX (2.80) is less costly to investors than MERFX (1.65). VARCX is a more actively managed with annual turnover of: 293.00 vs. MERFX (149.00). VARCX has a lower initial minimum investment than MERFX: VARCX (1000) vs MERFX (2500). VARCX annual gain was more profitable for investors over the last year : 1.13 vs. MERFX (0.98).
| MERFX | VARCX | MERFX / VARCX | |
| Total Expense Ratio | 1.55 | 2.80 | 55% |
| Annual Report Gross Expense Ratio | 1.65 | 2.80 | 59% |
| Fund Existence | 37 years | 2 years | - |
| Gain YTD | 1.507 | 1.627 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 1.63B | 155% |
| Annual Yield % from dividends | 3.86 | 2.71 | 143% |
| Returns for 1 year | 0.98 | 1.13 | 86% |
| Returns for 3 years | 13.00 | N/A | - |
| Returns for 5 years | 8.85 | N/A | - |
| Returns for 10 years | 26.61 | N/A | - |
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