Interact to see
Advertisement
Advertisement
MERFX vs WCERX
MERFX vs WCERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MERFX vs. WCERX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. WCERX (129M). WCERX pays higher dividends than MERFX: WCERX (3.66) vs MERFX (1.65). MERFX was incepted earlier than WCERX: MERFX (37 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than MERFX (1.67). WCERX is a more actively managed with annual turnover of: 210.00 vs. MERFX (153.00). MERFX (6%) and WCERX (6%) have equivalent initial investment costs. MERFX (2500) and WCERX (2500) have matching initial minimum investment requirements. MERFX annual gain was more profitable for investors over the last year : 6.39 vs. WCERX (5.43). WCERX return over 5 years is better than : 15.95 vs. MERFX (10.48).
| MERFX | WCERX | MERFX / WCERX | |
| Total Expense Ratio | 1.56 | 1.85 | 84% |
| Annual Report Gross Expense Ratio | 1.67 | 1.95 | 86% |
| Fund Existence | 37 years | 8 years | - |
| Gain YTD | 5.834 | 6.017 | 97% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 129M | 1,860% |
| Annual Yield % from dividends | 1.65 | 3.66 | 45% |
| Returns for 1 year | 6.39 | 5.43 | 118% |
| Returns for 3 years | 9.38 | 12.20 | 77% |
| Returns for 5 years | 10.48 | 15.95 | 66% |
| Returns for 10 years | 26.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers