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MERFX vs WCEIX
MERFX vs WCEIX Comparison Chart in %
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MERFX vs. WCEIX commentary
Jul 07, 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 StrongBuy and WCEIX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.36B vs. WCEIX (134M). MERFX pays higher dividends than WCEIX: MERFX (1.67) vs WCEIX (1.16). MERFX was incepted earlier than WCEIX: MERFX (36 years) vs WCEIX (12 years). WCEIX (1.68) and MERFX (1.67) have similar cost to investors . WCEIX is a more actively managed with annual turnover of: 210.00 vs. MERFX (153.00). MERFX has a lower initial minimum investment than WCEIX: MERFX (2500) vs WCEIX (100000). MERFX annual gain was more profitable for investors over the last year : 5.58 vs. WCEIX (4.23). WCEIX return over 5 years is better than : 18.88 vs. MERFX (10.91).
| MERFX | WCEIX | MERFX / WCEIX | |
| Total Expense Ratio | 1.56 | 1.60 | 98% |
| Annual Report Gross Expense Ratio | 1.67 | 1.68 | 99% |
| Fund Existence | 36 years | 12 years | - |
| Gain YTD | 4.842 | 4.614 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 134M | 1,761% |
| Annual Yield % from dividends | 1.67 | 1.16 | 143% |
| Returns for 1 year | 5.58 | 4.23 | 132% |
| Returns for 3 years | 10.64 | 14.25 | 75% |
| Returns for 5 years | 10.91 | 18.88 | 58% |
| Returns for 10 years | 23.52 | 28.89 | 81% |
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