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ARBFX vs MERFX
ARBFX vs MERFX Comparison Chart in %
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ARBFX vs. MERFX commentary
Oct 20, 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 ARBFX is a Hold and MERFX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.43B vs. ARBFX (732M). MERFX pays higher dividends than ARBFX: MERFX (1.64) vs ARBFX (0.42). ARBFX was incepted earlier than MERFX: ARBFX (25 years) vs MERFX (37 years). ARBFX (1.71) and MERFX (1.67) have similar cost to investors . ARBFX is a more actively managed with annual turnover of: 162.00 vs. MERFX (153.00). ARBFX has a lower initial minimum investment than MERFX: ARBFX (2000) vs MERFX (2500). MERFX annual gain was more profitable for investors over the last year : 5.79 vs. ARBFX (5.07). MERFX return over 5 years is better than : 10.99 vs. ARBFX (3.86).
| ARBFX | MERFX | ARBFX / MERFX | |
| Total Expense Ratio | 1.71 | 1.56 | 110% |
| Annual Report Gross Expense Ratio | 1.71 | 1.67 | 102% |
| Fund Existence | 25 years | 37 years | - |
| Gain YTD | 5.659 | 7.060 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 2.43B | 30% |
| Annual Yield % from dividends | 0.42 | 1.64 | 26% |
| Returns for 1 year | 5.07 | 5.79 | 88% |
| Returns for 3 years | 9.21 | 10.90 | 84% |
| Returns for 5 years | 3.86 | 10.99 | 35% |
| Returns for 10 years | 9.44 | 27.43 | 34% |
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