DNMDX
Price
$29.09
Change
-$0.04 (-0.14%)
Updated
Jul 11 closing price
Net Assets
243.36M
MERFX
Price
$18.02
Change
-$0.00 (-0.00%)
Updated
Jul 11 closing price
Net Assets
2.37B
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DNMDX vs MERFX

Header iconDNMDX vs MERFX Comparison
Open Charts DNMDX vs MERFXBanner chart's image
Dunham Monthly Distribution N
Price$29.09
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets243.36M
The Merger Fund A
Price$18.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.37B
DNMDX vs MERFX Comparison Chart in %
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DNMDX vs. MERFX commentary
Jul 14, 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 DNMDX is a StrongBuy and MERFX is a Hold.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.37B vs. DNMDX (243M). DNMDX pays higher dividends than MERFX: DNMDX (7.72) vs MERFX (1.67). DNMDX was incepted earlier than MERFX: DNMDX (17 years) vs MERFX (36 years). DNMDX (2.38) is less costly to investors than MERFX (1.67). DNMDX is a more actively managed with annual turnover of: 209.00 vs. MERFX (153.00). MERFX has a lower initial minimum investment than DNMDX: MERFX (2500) vs DNMDX (100000). DNMDX annual gain was more profitable for investors over the last year : 8.79 vs. MERFX (5.32). MERFX return over 5 years is better than : 10.58 vs. DNMDX (9.06).
DNMDXMERFXDNMDX / MERFX
Total Expense Ratio2.381.56153%
Annual Report Gross Expense Ratio2.381.67143%
Fund Existence17 years36 years-
Gain YTD4.5275.13488%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets243M2.37B10%
Annual Yield % from dividends7.721.67463%
Returns for 1 year8.795.32165%
Returns for 3 years16.4310.95150%
Returns for 5 years9.0610.5886%
Returns for 10 years-5.5223.55-23%
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