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HHCZX vs MERFX
HHCZX vs MERFX Comparison Chart in %
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HHCZX vs. MERFX commentary
Sep 08, 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 HHCZX is a StrongBuy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. HHCZX (88.3M). MERFX pays higher dividends than HHCZX: MERFX (1.65) vs HHCZX (0.53). HHCZX was incepted earlier than MERFX: HHCZX (17 years) vs MERFX (37 years). HHCZX (3.07) is less costly to investors than MERFX (1.67). HHCZX is a more actively managed with annual turnover of: 607.00 vs. MERFX (153.00). HHCZX (2500) and MERFX (2500) have matching initial minimum investment requirements. HHCZX (6.82) and MERFX (6.51) have marching annual gain over last year. MERFX return over 5 years is better than : 10.23 vs. HHCZX (7.19).
| HHCZX | MERFX | HHCZX / MERFX | |
| Total Expense Ratio | 2.38 | 1.56 | 153% |
| Annual Report Gross Expense Ratio | 3.07 | 1.67 | 184% |
| Fund Existence | 17 years | 37 years | - |
| Gain YTD | 4.933 | 5.834 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.3M | 2.4B | 4% |
| Annual Yield % from dividends | 0.53 | 1.65 | 32% |
| Returns for 1 year | 6.82 | 6.51 | 105% |
| Returns for 3 years | 19.27 | 9.95 | 194% |
| Returns for 5 years | 7.19 | 10.23 | 70% |
| Returns for 10 years | 8.89 | 26.37 | 34% |
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