MERIX
Price
$17.15
Change
-$0.06 (-0.35%)
Updated
Feb 21 closing price
Net Assets
2.34B
WCERX
Price
$10.66
Change
-$0.06 (-0.56%)
Updated
Feb 21 closing price
Net Assets
133.93M
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MERIX vs WCERX

Header iconMERIX vs WCERX Comparison
Open Charts MERIX vs WCERXBanner chart's image
The Merger Fund I
Price$17.15
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets2.34B
Virtus Westchester Event-Driven Fd A
Price$10.66
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets133.93M
MERIX vs WCERX Comparison Chart
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MERIX vs. WCERX commentary
Feb 23, 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 Hold and WCERX is a Buy.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.34B vs. WCERX (134M). MERIX pays higher dividends than WCERX: MERIX (2.89) vs WCERX (0.00). MERIX was incepted earlier than WCERX: MERIX (12 years) vs WCERX (8 years). WCERX is a more actively managed with annual turnover of: 295.00 vs. MERIX (218.00). WCERX has a lower initial minimum investment than MERIX: WCERX (2500) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 4.12 vs. WCERX (3.15). MERIX return over 5 years is better than : 8.33 vs. WCERX (6.72).
MERIXWCERXMERIX / WCERX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years8 years-
Gain YTD1.8912.48376%
Front LoadN/AN/A-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.34B134M1,744%
Annual Yield % from dividends2.890.00-
Returns for 1 year4.123.15131%
Returns for 3 years6.745.69119%
Returns for 5 years8.336.72124%
Returns for 10 years22.20N/A-
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