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MERFX vs WCEIX
MERFX vs WCEIX Comparison
Open Charts MERFX vs WCEIX
MERFX vs WCEIX Comparison Chart in %
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MERFX vs. WCEIX commentary
Aug 23, 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: 2.56B vs. WCEIX (132M). 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 : 1.34 vs. WCEIX (-0.92). MERFX return over 5 years is better than : 12.07 vs. WCEIX (6.10).
| 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 | 2.609 | 2.235 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 132M | 1,940% |
| Annual Yield % from dividends | 3.85 | 5.95 | 65% |
| Returns for 1 year | 1.34 | -0.92 | -146% |
| Returns for 3 years | 13.29 | 10.55 | 126% |
| Returns for 5 years | 12.07 | 6.10 | 198% |
| Returns for 10 years | 27.90 | 35.36 | 79% |
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