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AEDFX vs MERFX
AEDFX vs MERFX Comparison Chart
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AEDFX vs. MERFX commentary
May 11, 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 AEDFX is a StrongBuy and MERFX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.32B vs. AEDFX (58.3M). MERFX pays higher dividends than AEDFX: MERFX (1.69) vs AEDFX (0.00). AEDFX was incepted earlier than MERFX: AEDFX (15 years) vs MERFX (36 years). AEDFX (1.75) and MERFX (1.67) have similar cost to investors . AEDFX is a more actively managed with annual turnover of: 305.00 vs. MERFX (153.00). AEDFX has a lower initial minimum investment than MERFX: AEDFX (2000) vs MERFX (2500). AEDFX (5.35) and MERFX (5.20) have marching annual gain over last year. AEDFX return over 5 years is better than : 21.05 vs. MERFX (8.80).
| AEDFX | MERFX | AEDFX / MERFX | |
| Total Expense Ratio | 1.73 | 1.56 | 111% |
| Annual Report Gross Expense Ratio | 1.75 | 1.67 | 105% |
| Fund Existence | 15 years | 36 years | - |
| Gain YTD | 2.387 | 3.384 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3M | 2.32B | 3% |
| Annual Yield % from dividends | 0.00 | 1.69 | - |
| Returns for 1 year | 5.35 | 5.20 | 103% |
| Returns for 3 years | 12.79 | 9.23 | 139% |
| Returns for 5 years | 21.05 | 8.80 | 239% |
| Returns for 10 years | 29.30 | 20.88 | 140% |
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