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MERFX vs WCEIX
MERFX vs WCEIX Comparison Chart
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MERFX vs. WCEIX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. WCEIX (133M). MERFX pays higher dividends than WCEIX: MERFX (1.68) vs WCEIX (1.17). MERFX was incepted earlier than WCEIX: MERFX (36 years) vs WCEIX (11 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 : 6.53 vs. WCEIX (4.66). WCEIX return over 5 years is better than : 19.11 vs. MERFX (10.94).
| 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 | 11 years | - |
| Gain YTD | 4.259 | 3.390 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 133M | 1,765% |
| Annual Yield % from dividends | 1.68 | 1.17 | 143% |
| Returns for 1 year | 6.53 | 4.66 | 140% |
| Returns for 3 years | 11.33 | 14.15 | 80% |
| Returns for 5 years | 10.94 | 19.11 | 57% |
| Returns for 10 years | 21.60 | 25.42 | 85% |
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