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MERIX vs WCERX
MERIX vs WCERX Comparison Chart
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MERIX vs. WCERX commentary
Apr 04, 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 WCERX is a Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.33B vs. WCERX (133M). WCERX pays higher dividends than MERIX: WCERX (3.80) vs MERIX (2.18). 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: 295.00 vs. MERIX (218.00). 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 : 3.74 vs. WCERX (1.82). WCERX return over 5 years is better than : 25.57 vs. MERIX (13.09).
| MERIX | WCERX | MERIX / WCERX | |
| Total Expense Ratio | 1.27 | 1.83 | 69% |
| Annual Report Gross Expense Ratio | 1.37 | 1.95 | 70% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 2.482 | 2.292 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 133M | 1,753% |
| Annual Yield % from dividends | 2.18 | 3.80 | 57% |
| Returns for 1 year | 3.74 | 1.82 | 205% |
| Returns for 3 years | 6.93 | 4.79 | 145% |
| Returns for 5 years | 13.09 | 25.57 | 51% |
| Returns for 10 years | 22.60 | N/A | - |
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