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AEDFX vs MERIX
AEDFX vs MERIX Comparison Chart in %
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AEDFX vs. MERIX commentary
Jul 07, 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 MERIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.36B vs. AEDFX (59.1M). MERIX pays higher dividends than AEDFX: MERIX (2.13) vs AEDFX (0.00). AEDFX was incepted earlier than MERIX: AEDFX (15 years) vs MERIX (12 years). AEDFX (1.75) is less costly to investors than MERIX (1.37). AEDFX is a more actively managed with annual turnover of: 305.00 vs. MERIX (153.00). AEDFX has a lower initial minimum investment than MERIX: AEDFX (2000) vs MERIX (100000). AEDFX annual gain was more profitable for investors over the last year : 6.16 vs. MERIX (5.82). AEDFX return over 5 years is better than : 22.39 vs. MERIX (12.38).
| AEDFX | MERIX | AEDFX / MERIX | |
| Total Expense Ratio | 1.73 | 1.27 | 136% |
| Annual Report Gross Expense Ratio | 1.75 | 1.37 | 128% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 4.348 | 4.965 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1M | 2.36B | 3% |
| Annual Yield % from dividends | 0.00 | 2.13 | - |
| Returns for 1 year | 6.16 | 5.82 | 106% |
| Returns for 3 years | 15.06 | 11.51 | 131% |
| Returns for 5 years | 22.39 | 12.38 | 181% |
| Returns for 10 years | 34.96 | 26.44 | 132% |
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