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AEDFX vs MERIX
AEDFX vs MERIX Comparison Chart
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AEDFX vs. MERIX commentary
Apr 25, 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 MERIX is a Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.33B vs. AEDFX (62.9M). MERIX pays higher dividends than AEDFX: MERIX (2.18) 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 (218.00). AEDFX has a lower initial minimum investment than MERIX: AEDFX (2000) vs MERIX (100000). MERIX (5.64) and AEDFX (5.57) have marching annual gain over last year. AEDFX return over 5 years is better than : 23.06 vs. MERIX (11.46).
| 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 | 1.790 | 3.073 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.9M | 2.33B | 3% |
| Annual Yield % from dividends | 0.00 | 2.18 | - |
| Returns for 1 year | 5.57 | 5.64 | 99% |
| Returns for 3 years | 8.68 | 7.73 | 112% |
| Returns for 5 years | 23.06 | 11.46 | 201% |
| Returns for 10 years | 28.28 | 23.46 | 121% |
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