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MERFX vs WCEIX
MERFX vs WCEIX Comparison Chart in %
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MERFX vs. WCEIX commentary
Jul 27, 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 StrongBuy and WCEIX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.39B vs. WCEIX (135M). MERFX pays higher dividends than WCEIX: MERFX (1.67) vs WCEIX (1.16). MERFX was incepted earlier than WCEIX: MERFX (37 years) vs WCEIX (12 years). WCEIX (1.68) and MERFX (1.67) have similar cost to investors . WCEIX is a more actively managed with annual turnover of: 210.00 vs. MERFX (153.00). 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 : 5.72 vs. WCEIX (4.77). WCEIX return over 5 years is better than : 17.66 vs. MERFX (10.67).
| MERFX | WCEIX | MERFX / WCEIX | |
| Total Expense Ratio | 1.56 | 1.60 | 98% |
| Annual Report Gross Expense Ratio | 1.67 | 1.68 | 99% |
| Fund Existence | 37 years | 12 years | - |
| Gain YTD | 5.776 | 5.744 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 135M | 1,773% |
| Annual Yield % from dividends | 1.67 | 1.16 | 143% |
| Returns for 1 year | 5.72 | 4.77 | 120% |
| Returns for 3 years | 10.72 | 14.13 | 76% |
| Returns for 5 years | 10.67 | 17.66 | 60% |
| Returns for 10 years | 25.26 | 31.57 | 80% |
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