Interact to see
Advertisement
Advertisement
ARBCX vs MERFX
ARBCX vs MERFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ARBCX vs. MERFX commentary
Jun 16, 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 ARBCX is a Hold and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. ARBCX (724M). MERFX pays higher dividends than ARBCX: MERFX (1.68) vs ARBCX (0.00). ARBCX was incepted earlier than MERFX: ARBCX (13 years) vs MERFX (36 years). ARBCX (2.53) is less costly to investors than MERFX (1.67). ARBCX is a more actively managed with annual turnover of: 230.00 vs. MERFX (153.00). ARBCX has a lower initial minimum investment than MERFX: ARBCX (2000) vs MERFX (2500). MERFX annual gain was more profitable for investors over the last year : 6.53 vs. ARBCX (5.01). MERFX return over 5 years is better than : 10.94 vs. ARBCX (-0.98).
| ARBCX | MERFX | ARBCX / MERFX | |
| Total Expense Ratio | 2.53 | 1.56 | 162% |
| Annual Report Gross Expense Ratio | 2.53 | 1.67 | 151% |
| Fund Existence | 13 years | 36 years | - |
| Gain YTD | 2.705 | 4.259 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 2.35B | 31% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 5.01 | 6.53 | 77% |
| Returns for 3 years | 7.52 | 11.33 | 66% |
| Returns for 5 years | -0.98 | 10.94 | -9% |
| Returns for 10 years | -4.02 | 21.60 | -19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PHSZX | 41.80 | -0.31 | -0.74% |
| PGIM Jennison Health Sciences Z | |||
| RYCSX | 39.91 | -0.55 | -1.36% |
| Rydex Telecommunications C | |||
| DISYX | 23.79 | -0.35 | -1.45% |
| BNY Mellon International Stock Fund Y | |||
| AFCMX | 18.65 | -0.31 | -1.64% |
| American Century Focused Intl Gr R6 | |||
| MXLSX | 36.31 | -0.66 | -1.79% |
| Empower Small Cap Value Inv | |||