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AEDFX vs MERFX
AEDFX vs MERFX Comparison Chart
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AEDFX vs. MERFX 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 AEDFX is a StrongBuy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. AEDFX (58.6M). MERFX pays higher dividends than AEDFX: MERFX (1.68) 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). MERFX annual gain was more profitable for investors over the last year : 6.65 vs. AEDFX (6.22). AEDFX return over 5 years is better than : 22.78 vs. MERFX (11.06).
| 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 | 3.325 | 4.376 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 2.35B | 2% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 6.22 | 6.65 | 94% |
| Returns for 3 years | 16.22 | 11.45 | 142% |
| Returns for 5 years | 22.78 | 11.06 | 206% |
| Returns for 10 years | 31.16 | 21.73 | 143% |
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