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MERIX vs VARCX
MERIX vs VARCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. VARCX (1.5B). VARCX (2.16) and MERIX (2.10) have matching dividends . MERIX was incepted earlier than VARCX: MERIX (12 years) vs VARCX (2 years). VARCX (2.81) is less costly to investors than MERIX (1.37). VARCX is a more actively managed with annual turnover of: 403.00 vs. MERIX (153.00). VARCX has a lower initial minimum investment than MERIX: VARCX (1000) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 5.48 vs. VARCX (0.75).
| MERIX | VARCX | MERIX / VARCX | |
| Total Expense Ratio | 1.27 | 2.81 | 45% |
| Annual Report Gross Expense Ratio | 1.37 | 2.81 | 49% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 6.028 | 3.149 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 1.5B | 159% |
| Annual Yield % from dividends | 2.10 | 2.16 | 97% |
| Returns for 1 year | 5.48 | 0.75 | 733% |
| Returns for 3 years | 10.12 | N/A | - |
| Returns for 5 years | 12.01 | N/A | - |
| Returns for 10 years | 27.89 | N/A | - |
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