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HMECX vs MERFX
HMECX vs MERFX Comparison Chart in %
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HMECX vs. MERFX commentary
Aug 20, 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 HMECX is a Buy and MERFX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. HMECX (1.14B). HMECX pays higher dividends than MERFX: HMECX (4.31) vs MERFX (1.65). HMECX was incepted earlier than MERFX: HMECX (9 years) vs MERFX (37 years). HMECX (3.39) is less costly to investors than MERFX (1.67). HMECX is a more actively managed with annual turnover of: 556.00 vs. MERFX (153.00). HMECX (2500) and MERFX (2500) have matching initial minimum investment requirements. MERFX annual gain was more profitable for investors over the last year : 5.36 vs. HMECX (4.53). HMECX return over 5 years is better than : 12.41 vs. MERFX (10.29).
| HMECX | MERFX | HMECX / MERFX | |
| Total Expense Ratio | 3.14 | 1.56 | 201% |
| Annual Report Gross Expense Ratio | 3.39 | 1.67 | 203% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 3.114 | 5.834 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 2.4B | 48% |
| Annual Yield % from dividends | 4.31 | 1.65 | 261% |
| Returns for 1 year | 4.53 | 5.36 | 84% |
| Returns for 3 years | 12.60 | 9.38 | 134% |
| Returns for 5 years | 12.41 | 10.29 | 121% |
| Returns for 10 years | N/A | 26.95 | - |
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