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AEDFX vs MERFX
AEDFX vs MERFX Comparison Chart
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AEDFX vs. MERFX commentary
Apr 12, 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 Hold and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.31B vs. AEDFX (62.5M). MERFX pays higher dividends than AEDFX: MERFX (1.71) 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 (218.00). 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 : 3.59 vs. AEDFX (3.23). AEDFX return over 5 years is better than : 23.30 vs. MERFX (9.80).
| 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 | 0.938 | 2.159 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.5M | 2.31B | 3% |
| Annual Yield % from dividends | 0.00 | 1.71 | - |
| Returns for 1 year | 3.23 | 3.59 | 90% |
| Returns for 3 years | 7.67 | 6.01 | 128% |
| Returns for 5 years | 23.30 | 9.80 | 238% |
| Returns for 10 years | 27.08 | 19.30 | 140% |
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