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AEDFX vs MERFX
AEDFX vs MERFX Comparison Chart in %
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AEDFX vs. MERFX commentary
Sep 17, 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: 2.4B vs. AEDFX (59.8M). MERFX pays higher dividends than AEDFX: MERFX (1.65) 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 (5.88) and MERFX (5.60) have marching annual gain over last year. AEDFX return over 5 years is better than : 21.29 vs. MERFX (10.10).
| 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 | 5.882 | 5.776 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 2.4B | 2% |
| Annual Yield % from dividends | 0.00 | 1.65 | - |
| Returns for 1 year | 5.88 | 5.60 | 105% |
| Returns for 3 years | 14.50 | 9.76 | 149% |
| Returns for 5 years | 21.29 | 10.10 | 211% |
| Returns for 10 years | 41.72 | 26.79 | 156% |
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