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MERFX vs WCERX
MERFX vs WCERX Comparison
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MERFX vs WCERX Comparison Chart in %
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MERFX vs. WCERX commentary
Aug 03, 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 Buy and WCERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.54B vs. WCERX (131M). WCERX pays higher dividends than MERFX: WCERX (5.77) vs MERFX (3.85). MERFX was incepted earlier than WCERX: MERFX (38 years) vs WCERX (9 years). WCERX (2.12) is less costly to investors than MERFX (1.65). WCERX is a more actively managed with annual turnover of: 255.00 vs. MERFX (149.00). 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 : 0.59 vs. WCERX (-1.79). MERFX return over 5 years is better than : 11.25 vs. WCERX (4.08).
| MERFX | WCERX | MERFX / WCERX | |
| Total Expense Ratio | 1.55 | 1.91 | 81% |
| Annual Report Gross Expense Ratio | 1.65 | 2.12 | 78% |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | 1.739 | 1.382 | 126% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 131M | 1,940% |
| Annual Yield % from dividends | 3.85 | 5.77 | 67% |
| Returns for 1 year | 0.59 | -1.79 | -33% |
| Returns for 3 years | 13.46 | 9.36 | 144% |
| Returns for 5 years | 11.25 | 4.08 | 276% |
| Returns for 10 years | 26.90 | N/A | - |
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