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MERFX vs WCEIX
MERFX vs WCEIX Comparison Chart
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MERFX vs. WCEIX commentary
Dec 18, 2024
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 StrongSell and WCEIX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. WCEIX (139M). MERFX (2.58) and WCEIX (2.47) have matching dividends . MERFX was incepted earlier than WCEIX: MERFX (36 years) vs WCEIX (11 years). 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). WCEIX annual gain was more profitable for investors over the last year : 2.86 vs. MERFX (2.65). WCEIX return over 5 years is better than : 7.76 vs. MERFX (5.58).
| MERFX | WCEIX | MERFX / WCEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 11 years | - |
| Gain YTD | 2.509 | 2.432 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 139M | 1,691% |
| Annual Yield % from dividends | 2.58 | 2.47 | 105% |
| Returns for 1 year | 2.65 | 2.86 | 93% |
| Returns for 3 years | 4.96 | 2.97 | 167% |
| Returns for 5 years | 5.58 | 7.76 | 72% |
| Returns for 10 years | 18.34 | 24.40 | 75% |
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