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MERIX vs WCERX
MERIX vs WCERX Comparison Chart in %
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MERIX vs. WCERX commentary
Aug 08, 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 Buy and WCERX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.4B vs. WCERX (129M). WCERX pays higher dividends than MERIX: WCERX (3.67) vs MERIX (2.10). MERIX was incepted earlier than WCERX: MERIX (12 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than MERIX (1.37). WCERX is a more actively managed with annual turnover of: 210.00 vs. MERIX (153.00). WCERX has a lower initial minimum investment than MERIX: WCERX (2500) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 6.15 vs. WCERX (4.86). WCERX return over 5 years is better than : 16.31 vs. MERIX (12.47).
| MERIX | WCERX | MERIX / WCERX | |
| Total Expense Ratio | 1.27 | 1.85 | 69% |
| Annual Report Gross Expense Ratio | 1.37 | 1.95 | 70% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 6.028 | 5.540 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 129M | 1,857% |
| Annual Yield % from dividends | 2.10 | 3.67 | 57% |
| Returns for 1 year | 6.15 | 4.86 | 126% |
| Returns for 3 years | 10.69 | 11.48 | 93% |
| Returns for 5 years | 12.47 | 16.31 | 76% |
| Returns for 10 years | 27.97 | N/A | - |
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