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MERFX vs WCEIX
MERFX vs WCEIX Comparison
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MERFX vs WCEIX Comparison Chart in %
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MERFX vs. WCEIX commentary
Aug 03, 2026
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 Buy and WCEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.54B vs. WCEIX (131M). WCEIX pays higher dividends than MERFX: WCEIX (5.95) vs MERFX (3.85). MERFX was incepted earlier than WCEIX: MERFX (38 years) vs WCEIX (13 years). WCEIX (1.73) and MERFX (1.65) have similar cost to investors . WCEIX is a more actively managed with annual turnover of: 255.00 vs. MERFX (149.00). 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 : 0.59 vs. WCEIX (-1.40). MERFX return over 5 years is better than : 11.25 vs. WCEIX (5.58).
| MERFX | WCEIX | MERFX / WCEIX | |
| Total Expense Ratio | 1.55 | 1.66 | 93% |
| Annual Report Gross Expense Ratio | 1.65 | 1.73 | 95% |
| Fund Existence | 38 years | 13 years | - |
| Gain YTD | 1.739 | 1.555 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 131M | 1,940% |
| Annual Yield % from dividends | 3.85 | 5.95 | 65% |
| Returns for 1 year | 0.59 | -1.40 | -42% |
| Returns for 3 years | 13.46 | 10.34 | 130% |
| Returns for 5 years | 11.25 | 5.58 | 202% |
| Returns for 10 years | 26.90 | 34.73 | 77% |
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