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MERFX vs WCEIX
MERFX vs WCEIX Comparison Chart
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MERFX vs. WCEIX commentary
Apr 11, 2025
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 WCEIX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.32B vs. WCEIX (131M). MERFX pays higher dividends than WCEIX: MERFX (1.71) vs WCEIX (1.19). MERFX was incepted earlier than WCEIX: MERFX (36 years) vs WCEIX (11 years). MERFX (1.67) and WCEIX (1.67) have similar cost to investors . WCEIX is a more actively managed with annual turnover of: 295.00 vs. MERFX (218.00). MERFX has a lower initial minimum investment than WCEIX: MERFX (2500) vs WCEIX (100000). MERFX annual gain was more profitable for investors over the last year : 3.29 vs. WCEIX (-0.85). WCEIX return over 5 years is better than : 18.41 vs. MERFX (9.61).
| MERFX | WCEIX | MERFX / WCEIX | |
| Total Expense Ratio | 1.56 | 1.57 | 99% |
| Annual Report Gross Expense Ratio | 1.67 | 1.67 | 100% |
| Fund Existence | 36 years | 11 years | - |
| Gain YTD | 1.984 | -0.753 | -263% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 131M | 1,770% |
| Annual Yield % from dividends | 1.71 | 1.19 | 144% |
| Returns for 1 year | 3.29 | -0.85 | -390% |
| Returns for 3 years | 5.71 | 2.79 | 204% |
| Returns for 5 years | 9.61 | 18.41 | 52% |
| Returns for 10 years | 19.02 | 20.39 | 93% |
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