Ad is loading...
MERFX vs WCERX
MERFX vs WCERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MERFX vs. WCERX commentary
Apr 25, 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 Buy and WCERX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.33B vs. WCERX (131M). WCERX pays higher dividends than MERFX: WCERX (3.80) vs MERFX (1.71). MERFX was incepted earlier than WCERX: MERFX (36 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: 295.00 vs. MERFX (218.00). 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 : 5.34 vs. WCERX (1.89). WCERX return over 5 years is better than : 18.64 vs. MERFX (9.96).
| MERFX | WCERX | MERFX / WCERX | |
| Total Expense Ratio | 1.56 | 1.83 | 85% |
| Annual Report Gross Expense Ratio | 1.67 | 1.95 | 86% |
| Fund Existence | 36 years | 8 years | - |
| Gain YTD | 2.975 | 0.764 | 389% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 131M | 1,777% |
| Annual Yield % from dividends | 1.71 | 3.80 | 45% |
| Returns for 1 year | 5.34 | 1.89 | 283% |
| Returns for 3 years | 6.86 | 4.11 | 167% |
| Returns for 5 years | 9.96 | 18.64 | 53% |
| Returns for 10 years | 20.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers