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MERFX vs WCFRX
MERFX vs WCFRX Comparison Chart in %
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MERFX vs. WCFRX commentary
Nov 20, 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 WCFRX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.45B vs. WCFRX (94.1M). WCFRX pays higher dividends than MERFX: WCFRX (4.79) vs MERFX (1.63). MERFX was incepted earlier than WCFRX: MERFX (37 years) vs WCFRX (8 years). WCFRX (1.85) is less costly to investors than MERFX (1.67). WCFRX (158.00) and MERFX (153.00) have comparable annual turnover. MERFX (6%) and WCFRX (6%) have equivalent initial investment costs. MERFX (2500) and WCFRX (2500) have matching initial minimum investment requirements. MERFX annual gain was more profitable for investors over the last year : 7.48 vs. WCFRX (4.67). WCFRX return over 5 years is better than : 22.24 vs. MERFX (10.47).
| MERFX | WCFRX | MERFX / WCFRX | |
| Total Expense Ratio | 1.56 | 1.83 | 85% |
| Annual Report Gross Expense Ratio | 1.67 | 1.85 | 90% |
| Fund Existence | 37 years | 8 years | - |
| Gain YTD | 7.468 | 4.310 | 173% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 94.1M | 2,598% |
| Annual Yield % from dividends | 1.63 | 4.79 | 34% |
| Returns for 1 year | 7.48 | 4.67 | 160% |
| Returns for 3 years | 11.71 | 21.47 | 55% |
| Returns for 5 years | 10.47 | 22.24 | 47% |
| Returns for 10 years | 28.66 | N/A | - |
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