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MERFX vs WCERX
MERFX vs WCERX Comparison Chart
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MERFX vs. WCERX 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 WCERX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. WCERX (133M). WCERX pays higher dividends than MERFX: WCERX (3.75) vs MERFX (1.68). MERFX was incepted earlier than WCERX: MERFX (36 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than MERFX (1.67). WCERX is a more actively managed with annual turnover of: 210.00 vs. MERFX (153.00). MERFX (6%) and WCERX (6%) have equivalent initial investment costs. MERFX (2500) and WCERX (2500) have matching initial minimum investment requirements. MERFX annual gain was more profitable for investors over the last year : 6.53 vs. WCERX (4.40). WCERX return over 5 years is better than : 17.60 vs. MERFX (10.94).
| MERFX | WCERX | MERFX / WCERX | |
| Total Expense Ratio | 1.56 | 1.85 | 84% |
| Annual Report Gross Expense Ratio | 1.67 | 1.95 | 86% |
| Fund Existence | 36 years | 8 years | - |
| Gain YTD | 4.259 | 3.343 | 127% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 133M | 1,765% |
| Annual Yield % from dividends | 1.68 | 3.75 | 45% |
| Returns for 1 year | 6.53 | 4.40 | 148% |
| Returns for 3 years | 11.33 | 13.34 | 85% |
| Returns for 5 years | 10.94 | 17.60 | 62% |
| Returns for 10 years | 21.60 | N/A | - |
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