DAMDX
Price
$27.05
Change
+$0.01 (+0.04%)
Updated
May 9 closing price
Net Assets
235.49M
MERFX
Price
$17.72
Change
+$0.01 (+0.06%)
Updated
May 9 closing price
Net Assets
2.32B
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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$27.05
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets235.49M
The Merger Fund A
Price$17.72
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.32B
DAMDX vs MERFX Comparison Chart
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DAMDX vs. MERFX commentary
May 11, 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 Buy and MERFX is a Buy.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.32B vs. DAMDX (235M). DAMDX pays higher dividends than MERFX: DAMDX (8.47) vs MERFX (1.69). 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 : 7.87 vs. MERFX (5.20). MERFX return over 5 years is better than : 8.80 vs. DAMDX (5.41).
DAMDXMERFXDAMDX / MERFX
Total Expense Ratio2.631.56169%
Annual Report Gross Expense Ratio2.631.67157%
Fund Existence17 years36 years-
Gain YTD2.3933.38471%
Front Load6%6%105%
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets235M2.32B10%
Annual Yield % from dividends8.471.69501%
Returns for 1 year7.875.20151%
Returns for 3 years12.819.23139%
Returns for 5 years5.418.8062%
Returns for 10 years-12.1620.88-58%
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