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MERFX vs WCFRX
MERFX vs WCFRX Comparison
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MERFX vs WCFRX Comparison Chart in %
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MERFX vs. WCFRX commentary
Sep 12, 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 Hold and WCFRX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.56B vs. WCFRX (73.6M). WCFRX pays higher dividends than MERFX: WCFRX (7.17) vs MERFX (3.82). MERFX was incepted earlier than WCFRX: MERFX (38 years) vs WCFRX (9 years). WCFRX (1.66) and MERFX (1.65) have similar cost to investors . MERFX is a more actively managed with annual turnover of: 149.00 vs. WCFRX (126.00). 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 : 1.00 vs. WCFRX (0.12). MERFX return over 5 years is better than : 11.11 vs. WCFRX (3.61).
| MERFX | WCFRX | MERFX / WCFRX | |
| Total Expense Ratio | 1.55 | 1.66 | 93% |
| Annual Report Gross Expense Ratio | 1.65 | 1.66 | 99% |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | 2.261 | 0.511 | 442% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 73.6M | 3,476% |
| Annual Yield % from dividends | 3.82 | 7.17 | 53% |
| Returns for 1 year | 1.00 | 0.12 | 853% |
| Returns for 3 years | 11.46 | 14.04 | 82% |
| Returns for 5 years | 11.11 | 3.61 | 307% |
| Returns for 10 years | 27.05 | N/A | - |
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