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ARBFX vs MERFX
ARBFX vs MERFX Comparison Chart
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ARBFX vs. MERFX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. ARBFX (724M). MERFX pays higher dividends than ARBFX: MERFX (1.68) vs ARBFX (0.43). ARBFX was incepted earlier than MERFX: ARBFX (25 years) vs MERFX (36 years). ARBFX (1.78) is less costly to investors than MERFX (1.67). ARBFX is a more actively managed with annual turnover of: 230.00 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 : 6.53 vs. ARBFX (5.78). MERFX return over 5 years is better than : 10.94 vs. ARBFX (3.69).
| ARBFX | MERFX | ARBFX / MERFX | |
| Total Expense Ratio | 1.78 | 1.56 | 114% |
| Annual Report Gross Expense Ratio | 1.78 | 1.67 | 107% |
| Fund Existence | 25 years | 36 years | - |
| Gain YTD | 3.023 | 4.259 | 71% |
| 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 | 0.43 | 1.68 | 26% |
| Returns for 1 year | 5.78 | 6.53 | 89% |
| Returns for 3 years | 10.42 | 11.33 | 92% |
| Returns for 5 years | 3.69 | 10.94 | 34% |
| Returns for 10 years | 4.82 | 21.60 | 22% |
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