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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: 2.43B vs. VARCX (1.57B). MERIX pays higher dividends than VARCX: MERIX (4.38) vs VARCX (2.74). MERIX was incepted earlier than VARCX: MERIX (13 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: 293.00 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 : 4.26 vs. VARCX (2.17).
| MERIX | VARCX | MERIX / VARCX | |
| Total Expense Ratio | 1.27 | 2.81 | 45% |
| Annual Report Gross Expense Ratio | 1.37 | 2.81 | 49% |
| Fund Existence | 13 years | 2 years | - |
| Gain YTD | 0.235 | 0.096 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 1.57B | 155% |
| Annual Yield % from dividends | 4.38 | 2.74 | 160% |
| Returns for 1 year | 4.26 | 2.17 | 197% |
| Returns for 3 years | 12.07 | N/A | - |
| Returns for 5 years | 8.38 | N/A | - |
| Returns for 10 years | 31.34 | N/A | - |
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