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MERFX vs MERIX
MERFX vs MERIX Comparison Chart in %
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MERFX vs. MERIX commentary
Aug 17, 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 MERFX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX (2.39B) and MERIX (2.39B) have equal amount of cash in the bank . MERIX pays higher dividends than MERFX: MERIX (2.10) vs MERFX (1.65). MERFX was incepted earlier than MERIX: MERFX (37 years) vs MERIX (12 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 (5.48) and MERFX (5.24) have marching annual gain over last year. MERIX return over 5 years is better than : 12.01 vs. MERFX (10.48).
| 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 | 12 years | - |
| Gain YTD | 5.834 | 6.028 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 2.39B | 100% |
| Annual Yield % from dividends | 1.65 | 2.10 | 78% |
| Returns for 1 year | 5.24 | 5.48 | 96% |
| Returns for 3 years | 9.20 | 10.12 | 91% |
| Returns for 5 years | 10.48 | 12.01 | 87% |
| Returns for 10 years | 24.85 | 27.89 | 89% |
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