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MERIX vs WCEIX
MERIX vs WCEIX Comparison Chart
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MERIX vs. WCEIX commentary
Feb 23, 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 MERIX is a Hold and WCEIX is a Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.33B vs. WCEIX (133M). MERIX pays higher dividends than WCEIX: MERIX (2.89) vs WCEIX (2.47). MERIX was incepted earlier than WCEIX: MERIX (12 years) vs WCEIX (11 years). WCEIX is a more actively managed with annual turnover of: 295.00 vs. MERIX (218.00). MERIX (100000) and WCEIX (100000) have matching initial minimum investment requirements. MERIX annual gain was more profitable for investors over the last year : 3.39 vs. WCEIX (3.03). WCEIX (7.94) and MERIX (7.76) have equivalent 5 years return.
| MERIX | WCEIX | MERIX / WCEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 1.359 | 2.354 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 133M | 1,750% |
| Annual Yield % from dividends | 2.89 | 2.47 | 117% |
| Returns for 1 year | 3.39 | 3.03 | 112% |
| Returns for 3 years | 6.31 | 6.71 | 94% |
| Returns for 5 years | 7.76 | 7.94 | 98% |
| Returns for 10 years | 21.56 | 24.76 | 87% |
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