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MERFX vs MERIX
MERFX vs MERIX Comparison Chart in %
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MERFX vs. MERIX commentary
Feb 04, 2026
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 MERFX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX (2.43B) and MERIX (2.43B) have equal amount of cash in the bank . MERIX pays higher dividends than MERFX: MERIX (4.38) vs MERFX (3.91). MERFX was incepted earlier than MERIX: MERFX (37 years) vs MERIX (13 years). MERFX (1.67) is less costly to investors than MERIX (1.37). MERFX (153.00) and MERIX (153.00) have comparable annual turnover. MERFX has a lower initial minimum investment than MERIX: MERFX (2500) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 4.26 vs. MERFX (4.04). MERIX return over 5 years is better than : 8.38 vs. MERFX (6.93).
| MERFX | MERIX | MERFX / MERIX | |
| Total Expense Ratio | 1.56 | 1.27 | 123% |
| Annual Report Gross Expense Ratio | 1.67 | 1.37 | 122% |
| Fund Existence | 37 years | 13 years | - |
| Gain YTD | 0.232 | 0.235 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 2.43B | 100% |
| Annual Yield % from dividends | 3.91 | 4.38 | 89% |
| Returns for 1 year | 4.04 | 4.26 | 95% |
| Returns for 3 years | 11.25 | 12.07 | 93% |
| Returns for 5 years | 6.93 | 8.38 | 83% |
| Returns for 10 years | 28.24 | 31.34 | 90% |