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MERFX vs WCERX
MERFX vs WCERX Comparison Chart in %
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MERFX vs. WCERX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.41B vs. WCERX (130M). WCERX pays higher dividends than MERFX: WCERX (3.63) vs MERFX (1.62). MERFX was incepted earlier than WCERX: MERFX (37 years) vs WCERX (9 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 : 1.17 vs. WCERX (-2.50). MERFX return over 5 years is better than : 1.16 vs. WCERX (-5.10).
| MERFX | WCERX | MERFX / WCERX | |
| Total Expense Ratio | 1.56 | 1.85 | 84% |
| Annual Report Gross Expense Ratio | 1.67 | 1.95 | 86% |
| Fund Existence | 37 years | 9 years | - |
| Gain YTD | 0.525 | -3.343 | -16% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 130M | 1,852% |
| Annual Yield % from dividends | 1.62 | 3.63 | 45% |
| Returns for 1 year | 1.17 | -2.50 | -47% |
| Returns for 3 years | 6.81 | 2.60 | 262% |
| Returns for 5 years | 1.16 | -5.10 | -23% |
| Returns for 10 years | 21.14 | N/A | - |
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