DAMDX
Price
$27.21
Change
-$0.04 (-0.15%)
Updated
Jul 11 closing price
Net Assets
243.53M
MERFX
Price
$18.02
Change
-$0.00 (-0.00%)
Updated
Jul 11 closing price
Net Assets
2.37B
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DAMDX vs MERFX

Header iconDAMDX vs MERFX Comparison
Open Charts DAMDX vs MERFXBanner chart's image
Dunham Monthly Distribution A
Price$27.21
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets243.53M
The Merger Fund A
Price$18.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.37B
DAMDX vs MERFX Comparison Chart in %
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DAMDX vs. MERFX commentary
Jul 12, 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 DAMDX is a StrongBuy and MERFX is a Hold.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.37B vs. DAMDX (244M). DAMDX pays higher dividends than MERFX: DAMDX (8.25) vs MERFX (1.67). DAMDX was incepted earlier than MERFX: DAMDX (17 years) vs MERFX (36 years). DAMDX (2.63) is less costly to investors than MERFX (1.67). DAMDX is a more actively managed with annual turnover of: 209.00 vs. MERFX (153.00). DAMDX (6%) and MERFX (6%) have equivalent initial investment costs. MERFX has a lower initial minimum investment than DAMDX: MERFX (2500) vs DAMDX (5000). DAMDX annual gain was more profitable for investors over the last year : 8.67 vs. MERFX (5.32). MERFX return over 5 years is better than : 10.58 vs. DAMDX (7.41).
DAMDXMERFXDAMDX / MERFX
Total Expense Ratio2.631.56169%
Annual Report Gross Expense Ratio2.631.67157%
Fund Existence17 years36 years-
Gain YTD4.5295.13488%
Front Load6%6%105%
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets244M2.37B10%
Annual Yield % from dividends8.251.67495%
Returns for 1 year8.675.32163%
Returns for 3 years15.5910.95142%
Returns for 5 years7.4110.5870%
Returns for 10 years-8.6723.55-37%
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