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CMRAX vs MERFX
CMRAX vs MERFX Comparison Chart in %
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CMRAX vs. MERFX commentary
Feb 04, 2026
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 CMRAX is a Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.43B vs. CMRAX (2.71M). MERFX pays higher dividends than CMRAX: MERFX (3.91) vs CMRAX (1.09). CMRAX was incepted earlier than MERFX: CMRAX (2 years) vs MERFX (37 years). CMRAX (12.56) is less costly to investors than MERFX (1.67). CMRAX is a more actively managed with annual turnover of: 177.00 vs. MERFX (153.00). MERFX initial investment is less costly to investors than CMRAX (3%) vs CMRAX (3%). CMRAX (2500) and MERFX (2500) have matching initial minimum investment requirements. CMRAX annual gain was more profitable for investors over the last year : 4.28 vs. MERFX (4.04).
| CMRAX | MERFX | CMRAX / MERFX | |
| Total Expense Ratio | 2.16 | 1.56 | 138% |
| Annual Report Gross Expense Ratio | 12.56 | 1.67 | 752% |
| Fund Existence | 2 years | 37 years | - |
| Gain YTD | 0.395 | 0.232 | 170% |
| Front Load | 3% | 6% | 50% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71M | 2.43B | 0% |
| Annual Yield % from dividends | 1.09 | 3.91 | 28% |
| Returns for 1 year | 4.28 | 4.04 | 106% |
| Returns for 3 years | N/A | 11.25 | - |
| Returns for 5 years | N/A | 6.93 | - |
| Returns for 10 years | -54.78 | 28.24 | -194% |
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