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EVDIX vs MERFX
EVDIX vs MERFX Comparison Chart in %
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EVDIX 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 EVDIX is a Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. EVDIX (97.5M). MERFX pays higher dividends than EVDIX: MERFX (1.65) vs EVDIX (1.11). EVDIX was incepted earlier than MERFX: EVDIX (15 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 (48.00). 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 : 7.72 vs. MERFX (6.51). EVDIX return over 5 years is better than : 61.69 vs. MERFX (10.23).
| EVDIX | MERFX | EVDIX / MERFX | |
| Total Expense Ratio | 1.77 | 1.56 | 113% |
| Annual Report Gross Expense Ratio | 1.84 | 1.67 | 110% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 9.001 | 5.834 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.5M | 2.4B | 4% |
| Annual Yield % from dividends | 1.11 | 1.65 | 67% |
| Returns for 1 year | 7.72 | 6.51 | 119% |
| Returns for 3 years | 2.21 | 9.95 | 22% |
| Returns for 5 years | 61.69 | 10.23 | 603% |
| Returns for 10 years | 93.55 | 26.37 | 355% |
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