MERFX
Price
$18.12
Change
-$0.01 (-0.06%)
Updated
Jul 25 closing price
Net Assets
2.39B
WCEIX
Price
$11.23
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
135.4M
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MERFX vs WCEIX

Header iconMERFX vs WCEIX Comparison
Open Charts MERFX vs WCEIXBanner chart's image
The Merger Fund A
Price$18.12
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.39B
Virtus Westchester Event-Driven Fd I
Price$11.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets135.4M
MERFX vs WCEIX Comparison Chart in %
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MERFX vs. WCEIX 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 WCEIX is a Hold.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.39B vs. WCEIX (135M). MERFX pays higher dividends than WCEIX: MERFX (1.67) vs WCEIX (1.16). MERFX was incepted earlier than WCEIX: MERFX (37 years) vs WCEIX (12 years). WCEIX (1.68) and MERFX (1.67) have similar cost to investors . WCEIX is a more actively managed with annual turnover of: 210.00 vs. MERFX (153.00). MERFX has a lower initial minimum investment than WCEIX: MERFX (2500) vs WCEIX (100000). MERFX annual gain was more profitable for investors over the last year : 5.72 vs. WCEIX (4.77). WCEIX return over 5 years is better than : 17.66 vs. MERFX (10.67).
MERFXWCEIXMERFX / WCEIX
Total Expense Ratio1.561.6098%
Annual Report Gross Expense Ratio1.671.6899%
Fund Existence37 years12 years-
Gain YTD5.7765.744101%
Front Load6%N/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets2.39B135M1,773%
Annual Yield % from dividends1.671.16143%
Returns for 1 year5.724.77120%
Returns for 3 years10.7214.1376%
Returns for 5 years10.6717.6660%
Returns for 10 years25.2631.5780%
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