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MERFX vs WCERX
MERFX vs WCERX Comparison Chart
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MERFX vs. WCERX commentary
Feb 23, 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 Hold and WCERX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.34B vs. WCERX (134M). MERFX pays higher dividends than WCERX: MERFX (2.58) vs WCERX (0.00). MERFX was incepted earlier than WCERX: MERFX (36 years) vs WCERX (8 years). WCERX is a more actively managed with annual turnover of: 295.00 vs. MERFX (218.00). MERFX (2500) and WCERX (2500) have matching initial minimum investment requirements. MERFX annual gain was more profitable for investors over the last year : 3.84 vs. WCERX (3.15). MERFX (6.83) and WCERX (6.72) have equivalent 5 years return.
| MERFX | WCERX | MERFX / WCERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 8 years | - |
| Gain YTD | 1.867 | 2.483 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 134M | 1,744% |
| Annual Yield % from dividends | 2.58 | 0.00 | - |
| Returns for 1 year | 3.84 | 3.15 | 122% |
| Returns for 3 years | 5.89 | 5.69 | 104% |
| Returns for 5 years | 6.83 | 6.72 | 102% |
| Returns for 10 years | 19.41 | N/A | - |
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