Interact to see
Advertisement
Advertisement
MERFX vs WCEIX
MERFX vs WCEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MERFX vs. WCEIX commentary
Feb 04, 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 WCEIX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.43B vs. WCEIX (130M). WCEIX pays higher dividends than MERFX: WCEIX (6.02) vs MERFX (3.91). 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 : 4.04 vs. WCEIX (2.29). MERFX return over 5 years is better than : 6.93 vs. WCEIX (0.77).
| 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 | 0.232 | 0.389 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 130M | 1,868% |
| Annual Yield % from dividends | 3.91 | 6.02 | 65% |
| Returns for 1 year | 4.04 | 2.29 | 176% |
| Returns for 3 years | 11.25 | 8.14 | 138% |
| Returns for 5 years | 6.93 | 0.77 | 901% |
| Returns for 10 years | 28.24 | 37.15 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement