MERIX
Price
$17.90
Change
-$0.01 (-0.06%)
Updated
Aug 26 closing price
Net Assets
2.39B
WCEIX
Price
$11.24
Change
-$0.01 (-0.09%)
Updated
Aug 26 closing price
Net Assets
128.85M
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MERIX vs WCEIX

Header iconMERIX vs WCEIX Comparison
Open Charts MERIX vs WCEIXBanner chart's image
The Merger Fund I
Price$17.90
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.39B
Virtus Westchester Event-Driven Fd I
Price$11.24
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets128.85M
MERIX vs WCEIX Comparison Chart in %
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MERIX vs. WCEIX commentary
Aug 28, 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 MERIX is a Buy and WCEIX is a Buy.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. WCEIX (129M). MERIX pays higher dividends than WCEIX: MERIX (2.10) vs WCEIX (1.15). MERIX was incepted earlier than WCEIX: MERIX (12 years) vs WCEIX (12 years). WCEIX (1.68) is less costly to investors than MERIX (1.37). WCEIX is a more actively managed with annual turnover of: 210.00 vs. MERIX (153.00). MERIX (100000) and WCEIX (100000) have matching initial minimum investment requirements. MERIX annual gain was more profitable for investors over the last year : 5.55 vs. WCEIX (4.47). WCEIX return over 5 years is better than : 17.42 vs. MERIX (11.76).
MERIXWCEIXMERIX / WCEIX
Total Expense Ratio1.271.6079%
Annual Report Gross Expense Ratio1.371.6882%
Fund Existence12 years12 years-
Gain YTD5.8515.93299%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.39B129M1,854%
Annual Yield % from dividends2.101.15183%
Returns for 1 year5.554.47124%
Returns for 3 years10.3813.1179%
Returns for 5 years11.7617.4268%
Returns for 10 years29.2433.7887%
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