DAMDX
Price
$27.21
Change
-$0.04 (-0.15%)
Updated
Jul 11 closing price
Net Assets
243.53M
MERIX
Price
$17.82
Change
+$0.01 (+0.06%)
Updated
Jul 11 closing price
Net Assets
2.37B
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DAMDX vs MERIX

Header iconDAMDX vs MERIX Comparison
Open Charts DAMDX vs MERIXBanner chart's image
Dunham Monthly Distribution A
Price$27.21
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets243.53M
The Merger Fund I
Price$17.82
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.37B
DAMDX vs MERIX Comparison Chart in %
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DAMDX vs. MERIX 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 MERIX is a Hold.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.37B vs. DAMDX (244M). DAMDX pays higher dividends than MERIX: DAMDX (8.25) vs MERIX (2.13). DAMDX was incepted earlier than MERIX: DAMDX (17 years) vs MERIX (12 years). DAMDX (2.63) is less costly to investors than MERIX (1.37). DAMDX is a more actively managed with annual turnover of: 209.00 vs. MERIX (153.00). DAMDX has a lower initial minimum investment than MERIX: DAMDX (5000) vs MERIX (100000). DAMDX annual gain was more profitable for investors over the last year : 8.67 vs. MERIX (5.56). MERIX return over 5 years is better than : 12.10 vs. DAMDX (7.41).
DAMDXMERIXDAMDX / MERIX
Total Expense Ratio2.631.27207%
Annual Report Gross Expense Ratio2.631.37192%
Fund Existence17 years12 years-
Gain YTD4.5295.26086%
Front Load6%N/A-
Min. Initial Investment50001000005%
Min. Initial Investment IRAN/AN/A-
Net Assets244M2.37B10%
Annual Yield % from dividends8.252.13388%
Returns for 1 year8.675.56156%
Returns for 3 years15.5911.82132%
Returns for 5 years7.4112.1061%
Returns for 10 years-8.6726.48-33%
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