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MERFX vs VARAX
MERFX vs VARAX Comparison Chart in %
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MERFX vs. VARAX commentary
Feb 08, 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 VARAX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.44B vs. VARAX (1.56B). MERFX pays higher dividends than VARAX: MERFX (3.91) vs VARAX (3.24). MERFX was incepted earlier than VARAX: MERFX (37 years) vs VARAX (10 years). VARAX (2.14) is less costly to investors than MERFX (1.67). VARAX is a more actively managed with annual turnover of: 293.00 vs. MERFX (153.00). MERFX initial investment is less costly to investors than VARAX (5%) vs VARAX (5%). MERFX has a lower initial minimum investment than VARAX: MERFX (2500) vs VARAX (5000). MERFX annual gain was more profitable for investors over the last year : 3.68 vs. VARAX (2.67). MERFX return over 5 years is better than : 6.87 vs. VARAX (3.06).
| MERFX | VARAX | MERFX / VARAX | |
| Total Expense Ratio | 1.56 | 2.14 | 73% |
| Annual Report Gross Expense Ratio | 1.67 | 2.14 | 78% |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 0.232 | 0.097 | 239% |
| Front Load | 6% | 5% | 122% |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 1.56B | 156% |
| Annual Yield % from dividends | 3.91 | 3.24 | 121% |
| Returns for 1 year | 3.68 | 2.67 | 138% |
| Returns for 3 years | 11.32 | 6.64 | 170% |
| Returns for 5 years | 6.87 | 3.06 | 224% |
| Returns for 10 years | 29.01 | 14.48 | 200% |
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