DAMDX
Price
$26.89
Change
+$0.03 (+0.11%)
Updated
Apr 14 closing price
Net Assets
213.17M
MERFX
Price
$17.54
Change
-$0.00 (-0.00%)
Updated
Apr 14 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$26.89
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets213.17M
The Merger Fund A
Price$17.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.32B
DAMDX vs MERFX Comparison Chart
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DAMDX vs. MERFX commentary
Apr 16, 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: 2.32B vs. DAMDX (213M). DAMDX pays higher dividends than MERFX: DAMDX (8.61) vs MERFX (1.71). DAMDX was incepted earlier than MERFX: DAMDX (17 years) vs MERFX (36 years). DAMDX (2.28) is less costly to investors than MERFX (1.67). MERFX (218.00) and DAMDX (209.00) have comparable annual turnover. 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 : 6.70 vs. MERFX (4.19). MERFX return over 5 years is better than : 9.66 vs. DAMDX (4.31).
DAMDXMERFXDAMDX / MERFX
Total Expense Ratio2.281.56146%
Annual Report Gross Expense Ratio2.281.67137%
Fund Existence17 years36 years-
Gain YTD1.0032.33443%
Front Load6%6%105%
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets213M2.32B9%
Annual Yield % from dividends8.611.71505%
Returns for 1 year6.704.19160%
Returns for 3 years7.596.13124%
Returns for 5 years4.319.6645%
Returns for 10 years-13.6119.88-68%
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