MERFX
Price
$18.12
Change
-$0.01 (-0.06%)
Updated
Jul 25 closing price
Net Assets
2.39B
MERIX
Price
$17.91
Change
-$0.01 (-0.06%)
Updated
Jul 25 closing price
Net Assets
2.39B
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MERFX vs MERIX

Header iconMERFX vs MERIX Comparison
Open Charts MERFX vs MERIXBanner chart's image
The Merger Fund A
Price$18.12
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.39B
The Merger Fund I
Price$17.91
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.39B
MERFX vs MERIX Comparison Chart in %
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MERFX vs. MERIX commentary
Jul 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 MERFX is a StrongBuy and MERIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MERFX (2.39B) and MERIX (2.39B) have equal amount of cash in the bank . MERIX pays higher dividends than MERFX: MERIX (2.13) vs MERFX (1.67). MERFX was incepted earlier than MERIX: MERFX (37 years) vs MERIX (12 years). MERFX (1.67) is less costly to investors than MERIX (1.37). MERFX (153.00) and MERIX (153.00) have comparable annual turnover. MERFX has a lower initial minimum investment than MERIX: MERFX (2500) vs MERIX (100000). MERIX (5.97) and MERFX (5.72) have marching annual gain over last year. MERIX return over 5 years is better than : 12.21 vs. MERFX (10.67).
MERFXMERIXMERFX / MERIX
Total Expense Ratio1.561.27123%
Annual Report Gross Expense Ratio1.671.37122%
Fund Existence37 years12 years-
Gain YTD5.7765.91098%
Front Load6%N/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets2.39B2.39B100%
Annual Yield % from dividends1.672.1378%
Returns for 1 year5.725.9796%
Returns for 3 years10.7211.6092%
Returns for 5 years10.6712.2187%
Returns for 10 years25.2628.2489%
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