MERIX
Price
$17.06
Change
+$0.03 (+0.18%)
Updated
Jan 17 closing price
Net Assets
2.32B
WCERX
Price
$10.59
Change
+$0.03 (+0.28%)
Updated
Jan 17 closing price
Net Assets
135.92M
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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$17.06
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.32B
Virtus Westchester Event-Driven Fd A
Price$10.59
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets135.92M
MERIX vs WCERX Comparison Chart
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MERIX vs. WCERX commentary
Jan 19, 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: 2.33B vs. WCERX (136M). MERIX pays higher dividends than WCERX: MERIX (2.89) vs WCERX (0.00). MERIX was incepted earlier than WCERX: MERIX (11 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 : 2.61 vs. WCERX (1.42). MERIX return over 5 years is better than : 7.70 vs. WCERX (5.61).
MERIXWCERXMERIX / WCERX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years8 years-
Gain YTD0.8271.14672%
Front LoadN/AN/A-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.33B136M1,710%
Annual Yield % from dividends2.890.00-
Returns for 1 year2.611.42183%
Returns for 3 years6.554.41149%
Returns for 5 years7.705.61137%
Returns for 10 years23.03N/A-
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