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AEDFX vs MERIX
AEDFX vs MERIX Comparison Chart
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AEDFX vs. MERIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.33B vs. AEDFX (69.2M). MERIX pays higher dividends than AEDFX: MERIX (2.89) vs AEDFX (0.49). AEDFX was incepted earlier than MERIX: AEDFX (14 years) vs MERIX (12 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). AEDFX annual gain was more profitable for investors over the last year : 4.46 vs. MERIX (3.39). AEDFX return over 5 years is better than : 23.54 vs. MERIX (7.76).
| AEDFX | MERIX | AEDFX / MERIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 1.876 | 1.359 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 2.33B | 3% |
| Annual Yield % from dividends | 0.49 | 2.89 | 17% |
| Returns for 1 year | 4.46 | 3.39 | 131% |
| Returns for 3 years | 10.58 | 6.31 | 168% |
| Returns for 5 years | 23.54 | 7.76 | 303% |
| Returns for 10 years | 28.13 | 21.56 | 130% |
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