Interact to see
Advertisement
Advertisement
MERIX vs WCERX
MERIX vs WCERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MERIX vs. WCERX commentary
Jun 14, 2025
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 WCERX is a Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.35B vs. WCERX (133M). WCERX pays higher dividends than MERIX: WCERX (3.75) vs MERIX (2.14). MERIX was incepted earlier than WCERX: MERIX (12 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than MERIX (1.37). WCERX is a more actively managed with annual turnover of: 210.00 vs. MERIX (153.00). WCERX has a lower initial minimum investment than MERIX: WCERX (2500) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 6.90 vs. WCERX (4.40). WCERX return over 5 years is better than : 17.60 vs. MERIX (12.53).
| 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 | 8 years | - |
| Gain YTD | 4.433 | 3.343 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 133M | 1,767% |
| Annual Yield % from dividends | 2.14 | 3.75 | 57% |
| Returns for 1 year | 6.90 | 4.40 | 157% |
| Returns for 3 years | 12.26 | 13.34 | 92% |
| Returns for 5 years | 12.53 | 17.60 | 71% |
| Returns for 10 years | 24.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EILVX | 25.86 | -0.26 | -1.00% |
| Eaton Vance Large-Cap Value I | |||
| NQVCX | 51.33 | -0.52 | -1.00% |
| Nuveen Multi Cap Value C | |||
| SROCX | 12.61 | -0.16 | -1.25% |
| Calamos Antetokounmpo Sustainable Eqs C | |||
| JMCEX | 59.94 | -0.79 | -1.30% |
| JPMorgan Mid Cap Equity R2 | |||
| RPGIX | 21.21 | -0.28 | -1.30% |
| T. Rowe Price Global Industrials | |||