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ARBCX vs MERFX
ARBCX vs MERFX Comparison Chart in %
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ARBCX vs. MERFX commentary
Jul 27, 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 Buy and MERFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.39B vs. ARBCX (734M). MERFX pays higher dividends than ARBCX: MERFX (1.67) vs ARBCX (0.00). ARBCX was incepted earlier than MERFX: ARBCX (13 years) vs MERFX (37 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 : 5.66 vs. ARBCX (4.48). MERFX return over 5 years is better than : 10.61 vs. ARBCX (-0.32).
| 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 | 37 years | - |
| Gain YTD | 4.396 | 5.718 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 2.39B | 31% |
| Annual Yield % from dividends | 0.00 | 1.67 | - |
| Returns for 1 year | 4.48 | 5.66 | 79% |
| Returns for 3 years | 6.56 | 10.66 | 62% |
| Returns for 5 years | -0.32 | 10.61 | -3% |
| Returns for 10 years | -0.79 | 25.19 | -3% |
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