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HMEAX vs MERFX
HMEAX vs MERFX Comparison Chart in %
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HMEAX vs. MERFX commentary
Dec 27, 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 HMEAX is a Hold and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.41B vs. HMEAX (1.21B). HMEAX pays higher dividends than MERFX: HMEAX (4.75) vs MERFX (1.62). HMEAX was incepted earlier than MERFX: HMEAX (9 years) vs MERFX (37 years). HMEAX (2.45) is less costly to investors than MERFX (1.67). HMEAX is a more actively managed with annual turnover of: 406.00 vs. MERFX (153.00). HMEAX (6%) and MERFX (6%) have equivalent initial investment costs. HMEAX (2500) and MERFX (2500) have matching initial minimum investment requirements. HMEAX annual gain was more profitable for investors over the last year : 4.96 vs. MERFX (1.11). HMEAX return over 5 years is better than : 20.77 vs. MERFX (1.22).
| HMEAX | MERFX | HMEAX / MERFX | |
| Total Expense Ratio | 2.25 | 1.56 | 144% |
| Annual Report Gross Expense Ratio | 2.45 | 1.67 | 147% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 4.693 | 0.583 | 804% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 2.41B | 50% |
| Annual Yield % from dividends | 4.75 | 1.62 | 293% |
| Returns for 1 year | 4.96 | 1.11 | 446% |
| Returns for 3 years | 14.75 | 6.94 | 213% |
| Returns for 5 years | 20.77 | 1.22 | 1,705% |
| Returns for 10 years | N/A | 20.41 | - |
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