Interact to see
Advertisement
Advertisement
ARBFX vs MERIX
ARBFX vs MERIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARBFX vs. MERIX commentary
Aug 18, 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 MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. ARBFX (733M). MERIX pays higher dividends than ARBFX: MERIX (2.10) vs ARBFX (0.43). ARBFX was incepted earlier than MERIX: ARBFX (25 years) vs MERIX (12 years). ARBFX (1.78) is less costly to investors than MERIX (1.37). ARBFX is a more actively managed with annual turnover of: 230.00 vs. MERIX (153.00). ARBFX has a lower initial minimum investment than MERIX: ARBFX (2000) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 5.48 vs. ARBFX (5.18). MERIX return over 5 years is better than : 12.01 vs. ARBFX (4.11).
| ARBFX | MERIX | ARBFX / MERIX | |
| Total Expense Ratio | 1.78 | 1.27 | 140% |
| Annual Report Gross Expense Ratio | 1.78 | 1.37 | 130% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 5.194 | 6.028 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 733M | 2.39B | 31% |
| Annual Yield % from dividends | 0.43 | 2.10 | 20% |
| Returns for 1 year | 5.18 | 5.48 | 94% |
| Returns for 3 years | 7.62 | 10.12 | 75% |
| Returns for 5 years | 4.11 | 12.01 | 34% |
| Returns for 10 years | 8.53 | 27.89 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement