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EVDIX vs MERFX
EVDIX vs MERFX Comparison Chart in %
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EVDIX vs. MERFX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.36B vs. EVDIX (95.6M). MERFX pays higher dividends than EVDIX: MERFX (1.67) vs EVDIX (1.14). EVDIX was incepted earlier than MERFX: EVDIX (15 years) vs MERFX (36 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 : 8.77 vs. MERFX (5.58). EVDIX return over 5 years is better than : 64.22 vs. MERFX (10.91).
| 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 | 36 years | - |
| Gain YTD | 6.099 | 4.842 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.6M | 2.36B | 4% |
| Annual Yield % from dividends | 1.14 | 1.67 | 69% |
| Returns for 1 year | 8.77 | 5.58 | 157% |
| Returns for 3 years | 2.25 | 10.64 | 21% |
| Returns for 5 years | 64.22 | 10.91 | 589% |
| Returns for 10 years | 77.39 | 23.52 | 329% |
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