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HMEZX vs MERFX
HMEZX vs MERFX Comparison Chart in %
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HMEZX 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 HMEZX is a Hold and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.41B vs. HMEZX (1.21B). HMEZX pays higher dividends than MERFX: HMEZX (4.98) vs MERFX (1.62). HMEZX was incepted earlier than MERFX: HMEZX (9 years) vs MERFX (37 years). HMEZX (2.10) is less costly to investors than MERFX (1.67). HMEZX is a more actively managed with annual turnover of: 406.00 vs. MERFX (153.00). HMEZX (2500) and MERFX (2500) have matching initial minimum investment requirements. HMEZX annual gain was more profitable for investors over the last year : 5.23 vs. MERFX (1.11). HMEZX return over 5 years is better than : 22.91 vs. MERFX (1.22).
| HMEZX | MERFX | HMEZX / MERFX | |
| Total Expense Ratio | 1.90 | 1.56 | 122% |
| Annual Report Gross Expense Ratio | 2.10 | 1.67 | 126% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 4.966 | 0.583 | 851% |
| Front Load | N/A | 6% | - |
| 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 | 4.98 | 1.62 | 307% |
| Returns for 1 year | 5.23 | 1.11 | 470% |
| Returns for 3 years | 15.90 | 6.94 | 229% |
| Returns for 5 years | 22.91 | 1.22 | 1,881% |
| Returns for 10 years | N/A | 20.41 | - |
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