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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
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 WCFRX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.54B vs. WCFRX (78.8M). WCFRX pays higher dividends than MERFX: WCFRX (6.93) vs MERFX (3.85). 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. WCFRX annual gain was more profitable for investors over the last year : 1.38 vs. MERFX (0.59). MERFX return over 5 years is better than : 11.25 vs. WCFRX (3.95).
| 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 | 1.739 | 0.920 | 189% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 78.8M | 3,225% |
| Annual Yield % from dividends | 3.85 | 6.93 | 56% |
| Returns for 1 year | 0.59 | 1.38 | 43% |
| Returns for 3 years | 13.46 | 14.81 | 91% |
| Returns for 5 years | 11.25 | 3.95 | 285% |
| Returns for 10 years | 26.90 | N/A | - |
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