DAMDX
Price
$27.13
Change
-$0.02 (-0.07%)
Updated
Jun 6 closing price
Net Assets
250.01M
MERFX
Price
$17.88
Change
-$0.01 (-0.06%)
Updated
Jun 6 closing price
Net Assets
2.35B
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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$27.13
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets250.01M
The Merger Fund A
Price$17.88
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.35B
DAMDX vs MERFX Comparison Chart
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DAMDX vs. MERFX commentary
Jun 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. DAMDX (250M). DAMDX pays higher dividends than MERFX: DAMDX (8.36) vs MERFX (1.68). 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 : 9.17 vs. MERFX (6.27). MERFX return over 5 years is better than : 10.22 vs. DAMDX (6.04).
DAMDXMERFXDAMDX / MERFX
Total Expense Ratio2.631.56169%
Annual Report Gross Expense Ratio2.631.67157%
Fund Existence17 years36 years-
Gain YTD3.4554.37679%
Front Load6%6%105%
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets250M2.35B11%
Annual Yield % from dividends8.361.68499%
Returns for 1 year9.176.27146%
Returns for 3 years12.769.64132%
Returns for 5 years6.0410.2259%
Returns for 10 years-11.0021.81-50%
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