DCMDX
Price
$17.66
Change
+$0.03 (+0.17%)
Updated
Sep 25 closing price
Net Assets
252.86M
MERIX
Price
$18.00
Change
+$0.02 (+0.11%)
Updated
Sep 25 closing price
Net Assets
2.41B
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DCMDX vs MERIX

Header iconDCMDX vs MERIX Comparison
Open Charts DCMDX vs MERIXBanner chart's image
Dunham Monthly Distribution C
Price$17.66
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets252.86M
The Merger Fund I
Price$18.00
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets2.41B
DCMDX vs MERIX Comparison Chart in %
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DCMDX vs. MERIX commentary
Sep 27, 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 DCMDX is a Hold and MERIX is a Hold.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.41B vs. DCMDX (253M). DCMDX pays higher dividends than MERIX: DCMDX (12.45) vs MERIX (2.10). DCMDX was incepted earlier than MERIX: DCMDX (17 years) vs MERIX (12 years). DCMDX (3.38) is less costly to investors than MERIX (1.37). DCMDX is a more actively managed with annual turnover of: 209.00 vs. MERIX (153.00). DCMDX has a lower initial minimum investment than MERIX: DCMDX (5000) vs MERIX (100000). DCMDX annual gain was more profitable for investors over the last year : 6.86 vs. MERIX (5.78). MERIX return over 5 years is better than : 12.00 vs. DCMDX (1.37).
DCMDXMERIXDCMDX / MERIX
Total Expense Ratio3.381.27266%
Annual Report Gross Expense Ratio3.381.37247%
Fund Existence17 years12 years-
Gain YTD5.1246.26582%
Front LoadN/AN/A-
Min. Initial Investment50001000005%
Min. Initial Investment IRAN/AN/A-
Net Assets253M2.41B10%
Annual Yield % from dividends12.452.10592%
Returns for 1 year6.865.78119%
Returns for 3 years11.0211.3997%
Returns for 5 years1.3712.0011%
Returns for 10 years-15.5632.48-48%
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