Interact to see
Advertisement
Advertisement
EVDAX vs MERFX
EVDAX vs MERFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EVDAX vs. MERFX commentary
Sep 09, 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 EVDAX is a Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. EVDAX (97.1M). MERFX pays higher dividends than EVDAX: MERFX (1.65) vs EVDAX (0.84). EVDAX was incepted earlier than MERFX: EVDAX (22 years) vs MERFX (37 years). EVDAX (2.11) is less costly to investors than MERFX (1.67). MERFX is a more actively managed with annual turnover of: 153.00 vs. EVDAX (48.00). MERFX initial investment is less costly to investors than EVDAX (3%) vs EVDAX (3%). EVDAX has a lower initial minimum investment than MERFX: EVDAX (2000) vs MERFX (2500). EVDAX annual gain was more profitable for investors over the last year : 7.48 vs. MERFX (6.33). EVDAX return over 5 years is better than : 58.86 vs. MERFX (10.42).
| EVDAX | MERFX | EVDAX / MERFX | |
| Total Expense Ratio | 2.02 | 1.56 | 129% |
| Annual Report Gross Expense Ratio | 2.11 | 1.67 | 126% |
| Fund Existence | 22 years | 37 years | - |
| Gain YTD | 8.862 | 5.776 | 153% |
| Front Load | 3% | 6% | 45% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 2.4B | 4% |
| Annual Yield % from dividends | 0.84 | 1.65 | 51% |
| Returns for 1 year | 7.48 | 6.33 | 118% |
| Returns for 3 years | 1.15 | 9.32 | 12% |
| Returns for 5 years | 58.86 | 10.42 | 565% |
| Returns for 10 years | 87.73 | 26.71 | 328% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RPNCX | 11.32 | 0.08 | +0.71% |
| Riverpark/Next Century Growth Retail | |||
| ITHRX | 53.46 | 0.16 | +0.30% |
| Hartford Capital Appreciation R3 | |||
| BVALX | 15.09 | 0.02 | +0.13% |
| Brown Advisory BeutelGoodmanLg-CpValInst | |||
| BISVX | 14.05 | -0.02 | -0.14% |
| Brown Advisory Sustainable Val Inv | |||
| RPPRX | 31.60 | -0.08 | -0.25% |
| Victory RS Partners R6 | |||