Interact to see
Advertisement
Advertisement
ARBFX vs MERFX
ARBFX vs MERFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARBFX vs. MERFX commentary
Feb 05, 2026
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 Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.43B vs. ARBFX (789M). MERFX pays higher dividends than ARBFX: MERFX (3.91) vs ARBFX (0.19). 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 : 4.04 vs. ARBFX (3.57). MERFX return over 5 years is better than : 6.93 vs. ARBFX (5.46).
| 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 | 0.000 | 0.232 | - |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 2.43B | 32% |
| Annual Yield % from dividends | 0.19 | 3.91 | 5% |
| Returns for 1 year | 3.57 | 4.04 | 89% |
| Returns for 3 years | 10.58 | 11.25 | 94% |
| Returns for 5 years | 5.46 | 6.93 | 79% |
| Returns for 10 years | 9.48 | 28.24 | 34% |