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MERIX vs WCERX
MERIX vs WCERX Comparison Chart in %
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MERIX vs. WCERX commentary
Jul 27, 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 StrongBuy and WCERX is a Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. WCERX (135M). WCERX pays higher dividends than MERIX: WCERX (3.72) vs MERIX (2.13). 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 : 5.91 vs. WCERX (4.48). WCERX return over 5 years is better than : 16.19 vs. MERIX (12.15).
| 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 | 5.851 | 5.635 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 135M | 1,770% |
| Annual Yield % from dividends | 2.13 | 3.72 | 57% |
| Returns for 1 year | 5.91 | 4.48 | 132% |
| Returns for 3 years | 11.53 | 13.34 | 86% |
| Returns for 5 years | 12.15 | 16.19 | 75% |
| Returns for 10 years | 28.17 | N/A | - |
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