MERFX
Price
$17.51
Change
-$0.04 (-0.23%)
Updated
Apr 3 closing price
Net Assets
2.33B
WCERX
Price
$10.57
Change
-$0.14 (-1.31%)
Updated
Apr 3 closing price
Net Assets
133.07M
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MERFX vs WCERX

Header iconMERFX vs WCERX Comparison
Open Charts MERFX vs WCERXBanner chart's image
The Merger Fund A
Price$17.51
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets2.33B
Virtus Westchester Event-Driven Fd A
Price$10.57
Change-$0.14 (-1.31%)
VolumeN/A
Net Assets133.07M
MERFX vs WCERX Comparison Chart
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MERFX vs. WCERX commentary
Apr 04, 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 Hold and WCERX is a Hold.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.33B vs. WCERX (133M). WCERX pays higher dividends than MERFX: WCERX (3.80) vs MERFX (1.71). MERFX was incepted earlier than WCERX: MERFX (36 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than MERFX (1.67). WCERX is a more actively managed with annual turnover of: 295.00 vs. MERFX (218.00). MERFX (6%) and WCERX (6%) have equivalent initial investment costs. MERFX (2500) and WCERX (2500) have matching initial minimum investment requirements. MERFX annual gain was more profitable for investors over the last year : 3.47 vs. WCERX (1.82). WCERX return over 5 years is better than : 25.57 vs. MERFX (11.57).
MERFXWCERXMERFX / WCERX
Total Expense Ratio1.561.8385%
Annual Report Gross Expense Ratio1.671.9586%
Fund Existence36 years8 years-
Gain YTD2.3922.292104%
Front Load6%6%100%
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.33B133M1,753%
Annual Yield % from dividends1.713.8045%
Returns for 1 year3.471.82190%
Returns for 3 years6.014.79125%
Returns for 5 years11.5725.5745%
Returns for 10 years19.72N/A-
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