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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
Jul 14, 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 Hold and WCEIX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.54B vs. WCEIX (129M). WCEIX pays higher dividends than MERFX: WCEIX (5.95) vs MERFX (3.86). MERFX was incepted earlier than WCEIX: MERFX (37 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 : 0.98 vs. WCEIX (-0.79). MERFX return over 5 years is better than : 8.85 vs. WCEIX (2.96).
| MERFX | WCEIX | MERFX / WCEIX | |
| Total Expense Ratio | 1.55 | 1.66 | 93% |
| Annual Report Gross Expense Ratio | 1.65 | 1.73 | 95% |
| Fund Existence | 37 years | 13 years | - |
| Gain YTD | 1.507 | 1.361 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 129M | 1,967% |
| Annual Yield % from dividends | 3.86 | 5.95 | 65% |
| Returns for 1 year | 0.98 | -0.79 | -123% |
| Returns for 3 years | 13.00 | 9.81 | 133% |
| Returns for 5 years | 8.85 | 2.96 | 299% |
| Returns for 10 years | 26.61 | 34.61 | 77% |
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