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ARBFX vs MERIX
ARBFX vs MERIX Comparison Chart in %
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ARBFX vs. MERIX commentary
Nov 14, 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: 2.45B vs. ARBFX (743M). MERIX pays higher dividends than ARBFX: MERIX (2.07) vs ARBFX (0.42). ARBFX was incepted earlier than MERIX: ARBFX (25 years) vs MERIX (12 years). ARBFX (1.71) is less costly to investors than MERIX (1.37). ARBFX is a more actively managed with annual turnover of: 162.00 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 : 7.55 vs. ARBFX (6.65). MERIX return over 5 years is better than : 12.33 vs. ARBFX (4.23).
| ARBFX | MERIX | ARBFX / MERIX | |
| Total Expense Ratio | 1.71 | 1.27 | 135% |
| Annual Report Gross Expense Ratio | 1.71 | 1.37 | 125% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 6.667 | 7.801 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 2.45B | 30% |
| Annual Yield % from dividends | 0.42 | 2.07 | 20% |
| Returns for 1 year | 6.65 | 7.55 | 88% |
| Returns for 3 years | 11.49 | 12.93 | 89% |
| Returns for 5 years | 4.23 | 12.33 | 34% |
| Returns for 10 years | 10.66 | 32.05 | 33% |
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