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MERIX vs WCEIX
MERIX vs WCEIX Comparison Chart in %
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MERIX vs. WCEIX commentary
Feb 04, 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 WCEIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.43B vs. WCEIX (130M). WCEIX pays higher dividends than MERIX: WCEIX (6.02) vs MERIX (4.38). MERIX was incepted earlier than WCEIX: MERIX (13 years) vs WCEIX (12 years). WCEIX (1.68) is less costly to investors than MERIX (1.37). WCEIX is a more actively managed with annual turnover of: 210.00 vs. MERIX (153.00). MERIX (100000) and WCEIX (100000) have matching initial minimum investment requirements. MERIX annual gain was more profitable for investors over the last year : 4.26 vs. WCEIX (2.29). MERIX return over 5 years is better than : 8.38 vs. WCEIX (0.77).
| MERIX | WCEIX | MERIX / WCEIX | |
| Total Expense Ratio | 1.27 | 1.60 | 79% |
| Annual Report Gross Expense Ratio | 1.37 | 1.68 | 82% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 0.235 | 0.389 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 130M | 1,868% |
| Annual Yield % from dividends | 4.38 | 6.02 | 73% |
| Returns for 1 year | 4.26 | 2.29 | 186% |
| Returns for 3 years | 12.07 | 8.14 | 148% |
| Returns for 5 years | 8.38 | 0.77 | 1,088% |
| Returns for 10 years | 31.34 | 37.15 | 84% |
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