MERIX | WCERX | MERIX / WCERX | |
Total Expense Ratio | 1.27 | 1.85 | 69% |
Annual Report Gross Expense Ratio | 1.37 | 1.95 | 70% |
Fund Existence | 12 years | 9 years | - |
Gain YTD | 7.329 | 6.781 | 108% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 100000 | 2500 | 4,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.43B | 130M | 1,869% |
Annual Yield % from dividends | 2.09 | 3.64 | 57% |
Returns for 1 year | 6.10 | 4.01 | 152% |
Returns for 3 years | 11.86 | 14.23 | 83% |
Returns for 5 years | 12.61 | 16.12 | 78% |
Returns for 10 years | 30.54 | N/A | - |