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MERFX vs WCERX
MERFX vs WCERX Comparison Chart
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MERFX vs. WCERX commentary
Nov 18, 2024
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: 2.34B vs. WCERX (158M). 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. WCERX annual gain was more profitable for investors over the last year : 4.27 vs. MERFX (3.55). WCERX return over 5 years is better than : 7.61 vs. MERFX (5.41).
| 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 | 1.517 | 1.290 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 158M | 1,484% |
| Annual Yield % from dividends | 2.58 | 0.00 | - |
| Returns for 1 year | 3.55 | 4.27 | 83% |
| Returns for 3 years | 3.82 | 0.02 | 18,144% |
| Returns for 5 years | 5.41 | 7.61 | 71% |
| Returns for 10 years | 17.13 | N/A | - |
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