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ARBNX vs MERFX
ARBNX vs MERFX Comparison Chart in %
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ARBNX vs. MERFX commentary
Jul 06, 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 ARBNX is a StrongBuy and MERFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.36B vs. ARBNX (726M). MERFX pays higher dividends than ARBNX: MERFX (1.67) vs ARBNX (0.68). ARBNX was incepted earlier than MERFX: ARBNX (22 years) vs MERFX (36 years). MERFX (1.67) is less costly to investors than ARBNX (1.53). ARBNX is a more actively managed with annual turnover of: 230.00 vs. MERFX (153.00). MERFX has a lower initial minimum investment than ARBNX: MERFX (2500) vs ARBNX (100000). ARBNX annual gain was more profitable for investors over the last year : 5.94 vs. MERFX (5.58). MERFX return over 5 years is better than : 10.91 vs. ARBNX (5.79).
| ARBNX | MERFX | ARBNX / MERFX | |
| Total Expense Ratio | 1.53 | 1.56 | 98% |
| Annual Report Gross Expense Ratio | 1.53 | 1.67 | 92% |
| Fund Existence | 22 years | 36 years | - |
| Gain YTD | 4.095 | 4.842 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 2.36B | 31% |
| Annual Yield % from dividends | 0.68 | 1.67 | 41% |
| Returns for 1 year | 5.94 | 5.58 | 106% |
| Returns for 3 years | 10.38 | 10.64 | 98% |
| Returns for 5 years | 5.79 | 10.91 | 53% |
| Returns for 10 years | 10.74 | 23.52 | 46% |
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