AEDFX
Price
$11.64
Change
+$0.02 (+0.17%)
Updated
Dec 23 closing price
MERIX
Price
$16.80
Change
+$0.05 (+0.30%)
Updated
Dec 23 closing price
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AEDFX vs MERIX

Header iconAEDFX vs MERIX Comparison
Open Charts AEDFX vs MERIXBanner chart's image
Water Island Event-Driven Fund R
Price$11.64
Change+$0.02 (+0.17%)
VolumeN/A
CapitalizationN/A
The Merger Fund I
Price$16.80
Change+$0.05 (+0.30%)
VolumeN/A
CapitalizationN/A
AEDFX vs MERIX Comparison Chart
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AEDFX vs. MERIX commentary
Dec 24, 2024

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 StrongSell.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.31B vs. AEDFX (67.5M). MERIX pays higher dividends than AEDFX: MERIX (2.89) vs AEDFX (0.49). AEDFX was incepted earlier than MERIX: AEDFX (14 years) vs MERIX (11 years). MERIX (218.00) and AEDFX (216.00) have comparable annual turnover. AEDFX has a lower initial minimum investment than MERIX: AEDFX (2000) vs MERIX (100000). MERIX (1.22) and AEDFX (1.22) have marching annual gain over last year. AEDFX return over 5 years is better than : 20.96 vs. MERIX (5.06).
AEDFXMERIXAEDFX / MERIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years11 years-
Gain YTD1.1290.979115%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets67.5M2.31B3%
Annual Yield % from dividends0.492.8917%
Returns for 1 year1.221.22100%
Returns for 3 years6.343.65174%
Returns for 5 years20.965.06414%
Returns for 10 years25.5818.71137%
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