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MERIX vs VARBX
MERIX vs VARBX Comparison Chart in %
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MERIX vs. VARBX commentary
Feb 05, 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 MERIX is a Hold and VARBX is a Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.43B vs. VARBX (1.57B). MERIX pays higher dividends than VARBX: MERIX (4.38) vs VARBX (3.47). MERIX was incepted earlier than VARBX: MERIX (13 years) vs VARBX (10 years). VARBX (1.84) is less costly to investors than MERIX (1.37). VARBX is a more actively managed with annual turnover of: 293.00 vs. MERIX (153.00). MERIX (100000) and VARBX (100000) have matching initial minimum investment requirements. MERIX annual gain was more profitable for investors over the last year : 4.26 vs. VARBX (3.30). MERIX return over 5 years is better than : 8.38 vs. VARBX (5.26).
| MERIX | VARBX | MERIX / VARBX | |
| Total Expense Ratio | 1.27 | 1.84 | 69% |
| Annual Report Gross Expense Ratio | 1.37 | 1.84 | 74% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 0.235 | 0.284 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 1.57B | 155% |
| Annual Yield % from dividends | 4.38 | 3.47 | 126% |
| Returns for 1 year | 4.26 | 3.30 | 129% |
| Returns for 3 years | 12.07 | 8.05 | 150% |
| Returns for 5 years | 8.38 | 5.26 | 159% |
| Returns for 10 years | 31.34 | 18.46 | 170% |
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