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EVDIX vs MERFX
EVDIX vs MERFX Comparison Chart in %
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EVDIX vs. MERFX commentary
Dec 27, 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 EVDIX is a Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.41B vs. EVDIX (107M). MERFX pays higher dividends than EVDIX: MERFX (1.62) vs EVDIX (1.10). EVDIX was incepted earlier than MERFX: EVDIX (16 years) vs MERFX (37 years). EVDIX (1.84) is less costly to investors than MERFX (1.67). MERFX is a more actively managed with annual turnover of: 153.00 vs. EVDIX (76.80). MERFX has a lower initial minimum investment than EVDIX: MERFX (2500) vs EVDIX (1000000). EVDIX annual gain was more profitable for investors over the last year : 8.13 vs. MERFX (1.11). EVDIX return over 5 years is better than : 30.36 vs. MERFX (1.22).
| EVDIX | MERFX | EVDIX / MERFX | |
| Total Expense Ratio | 1.74 | 1.56 | 112% |
| Annual Report Gross Expense Ratio | 1.84 | 1.67 | 110% |
| Fund Existence | 16 years | 37 years | - |
| Gain YTD | 7.919 | 0.583 | 1,357% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 2.41B | 4% |
| Annual Yield % from dividends | 1.10 | 1.62 | 68% |
| Returns for 1 year | 8.13 | 1.11 | 730% |
| Returns for 3 years | 10.44 | 6.94 | 150% |
| Returns for 5 years | 30.36 | 1.22 | 2,493% |
| Returns for 10 years | 101.57 | 20.41 | 498% |
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