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AEDFX vs MERFX
AEDFX vs MERFX Comparison Chart in %
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AEDFX vs. MERFX commentary
Oct 09, 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: 2.43B vs. AEDFX (59.6M). MERFX pays higher dividends than AEDFX: MERFX (1.64) vs AEDFX (0.00). AEDFX was incepted earlier than MERFX: AEDFX (15 years) vs MERFX (37 years). AEDFX (1.75) and MERFX (1.67) have similar cost to investors . AEDFX is a more actively managed with annual turnover of: 195.00 vs. MERFX (153.00). AEDFX has a lower initial minimum investment than MERFX: AEDFX (2000) vs MERFX (2500). AEDFX (6.04) and MERFX (5.98) have marching annual gain over last year. AEDFX return over 5 years is better than : 21.07 vs. MERFX (10.82).
| 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 | 37 years | - |
| Gain YTD | 6.309 | 6.826 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 2.43B | 2% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | 6.04 | 5.98 | 101% |
| Returns for 3 years | 15.18 | 10.85 | 140% |
| Returns for 5 years | 21.07 | 10.82 | 195% |
| Returns for 10 years | 44.33 | 27.31 | 162% |
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