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AEDFX vs MERIX
AEDFX vs MERIX Comparison Chart
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AEDFX vs. MERIX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.33B vs. AEDFX (63.6M). 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). AEDFX annual gain was more profitable for investors over the last year : 4.25 vs. MERIX (3.74). AEDFX return over 5 years is better than : 29.71 vs. MERIX (13.09).
| 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 | 2.558 | 2.482 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6M | 2.33B | 3% |
| Annual Yield % from dividends | 0.00 | 2.18 | - |
| Returns for 1 year | 4.25 | 3.74 | 113% |
| Returns for 3 years | 9.11 | 6.93 | 131% |
| Returns for 5 years | 29.71 | 13.09 | 227% |
| Returns for 10 years | 29.38 | 22.60 | 130% |
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