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EVDIX vs MERFX
EVDIX vs MERFX Comparison Chart in %
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EVDIX vs. MERFX commentary
Aug 18, 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: 2.39B vs. EVDIX (97.2M). MERFX pays higher dividends than EVDIX: MERFX (1.65) vs EVDIX (1.14). 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 : 7.89 vs. MERFX (5.24). EVDIX return over 5 years is better than : 58.48 vs. MERFX (10.48).
| 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 | 8.116 | 5.834 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.2M | 2.39B | 4% |
| Annual Yield % from dividends | 1.14 | 1.65 | 69% |
| Returns for 1 year | 7.89 | 5.24 | 151% |
| Returns for 3 years | -0.37 | 9.20 | -4% |
| Returns for 5 years | 58.48 | 10.48 | 558% |
| Returns for 10 years | 83.37 | 24.85 | 336% |
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