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MERFX vs WCEIX
MERFX vs WCEIX Comparison Chart in %
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MERFX vs. WCEIX commentary
Sep 06, 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 WCEIX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. WCEIX (129M). MERFX pays higher dividends than WCEIX: MERFX (1.65) vs WCEIX (1.14). MERFX was incepted earlier than WCEIX: MERFX (37 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 : 6.51 vs. WCEIX (5.83). WCEIX return over 5 years is better than : 16.96 vs. MERFX (10.23).
| MERFX | WCEIX | MERFX / WCEIX | |
| Total Expense Ratio | 1.56 | 1.60 | 98% |
| Annual Report Gross Expense Ratio | 1.67 | 1.68 | 99% |
| Fund Existence | 37 years | 12 years | - |
| Gain YTD | 5.834 | 6.121 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 129M | 1,860% |
| Annual Yield % from dividends | 1.65 | 1.14 | 144% |
| Returns for 1 year | 6.51 | 5.83 | 112% |
| Returns for 3 years | 9.95 | 14.20 | 70% |
| Returns for 5 years | 10.23 | 16.96 | 60% |
| Returns for 10 years | 26.37 | 34.15 | 77% |
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