Interact to see
Advertisement
Advertisement
EVDIX vs MERFX
EVDIX vs MERFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EVDIX vs. MERFX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.45B vs. EVDIX (101M). 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). MERFX annual gain was more profitable for investors over the last year : 7.39 vs. EVDIX (6.29). EVDIX return over 5 years is better than : 31.89 vs. MERFX (9.78).
| EVDIX | MERFX | EVDIX / MERFX | |
| Total Expense Ratio | 1.77 | 1.56 | 113% |
| Annual Report Gross Expense Ratio | 1.84 | 1.67 | 110% |
| Fund Existence | 16 years | 37 years | - |
| Gain YTD | 9.149 | 7.818 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 2.45B | 4% |
| Annual Yield % from dividends | 1.10 | 1.62 | 68% |
| Returns for 1 year | 6.29 | 7.39 | 85% |
| Returns for 3 years | -0.73 | 11.75 | -6% |
| Returns for 5 years | 31.89 | 9.78 | 326% |
| Returns for 10 years | 99.36 | 29.16 | 341% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement