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ARGAX vs MERFX
ARGAX vs MERFX Comparison Chart in %
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ARGAX vs. MERFX commentary
Sep 07, 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 ARGAX is a Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. ARGAX (738M). MERFX pays higher dividends than ARGAX: MERFX (1.65) vs ARGAX (0.45). ARGAX was incepted earlier than MERFX: ARGAX (12 years) vs MERFX (37 years). ARGAX (1.78) is less costly to investors than MERFX (1.67). ARGAX is a more actively managed with annual turnover of: 162.00 vs. MERFX (153.00). MERFX initial investment is less costly to investors than ARGAX (3%) vs ARGAX (3%). ARGAX has a lower initial minimum investment than MERFX: ARGAX (2000) vs MERFX (2500). ARGAX (6.69) and MERFX (6.51) have marching annual gain over last year. MERFX return over 5 years is better than : 10.23 vs. ARGAX (4.28).
| ARGAX | MERFX | ARGAX / MERFX | |
| Total Expense Ratio | 1.78 | 1.56 | 114% |
| Annual Report Gross Expense Ratio | 1.78 | 1.67 | 107% |
| Fund Existence | 12 years | 37 years | - |
| Gain YTD | 5.443 | 5.834 | 93% |
| Front Load | 3% | 6% | 50% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 2.4B | 31% |
| Annual Yield % from dividends | 0.45 | 1.65 | 27% |
| Returns for 1 year | 6.69 | 6.51 | 103% |
| Returns for 3 years | 9.52 | 9.95 | 96% |
| Returns for 5 years | 4.28 | 10.23 | 42% |
| Returns for 10 years | 8.98 | 26.37 | 34% |
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