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
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.45B vs. WCEIX (130M). MERFX pays higher dividends than WCEIX: MERFX (1.63) vs WCEIX (1.13). 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 : 7.16 vs. WCEIX (5.47). WCEIX return over 5 years is better than : 16.33 vs. MERFX (10.96).
| 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 | 7.701 | 7.627 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 130M | 1,885% |
| Annual Yield % from dividends | 1.63 | 1.13 | 144% |
| Returns for 1 year | 7.16 | 5.47 | 131% |
| Returns for 3 years | 12.21 | 15.37 | 79% |
| Returns for 5 years | 10.96 | 16.33 | 67% |
| Returns for 10 years | 29.69 | 37.30 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers