MERIX
Price
$18.24
Change
-$0.00 (-0.00%)
Updated
Nov 19 closing price
Net Assets
2.45B
WCERX
Price
$11.14
Change
-$0.04 (-0.36%)
Updated
Nov 19 closing price
Net Assets
129.76M
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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$18.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.45B
Virtus Westchester Event-Driven Fd A
Price$11.14
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets129.76M
MERIX vs WCERX Comparison Chart in %
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MERIX vs. WCERX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.45B vs. WCERX (130M). WCERX pays higher dividends than MERIX: WCERX (3.62) vs MERIX (2.07). MERIX was incepted earlier than WCERX: MERIX (12 years) vs WCERX (9 years). WCERX (1.95) is less costly to investors than MERIX (1.37). WCERX is a more actively managed with annual turnover of: 210.00 vs. MERIX (153.00). 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 : 7.68 vs. WCERX (4.95). WCERX (12.01) and MERIX (11.89) have equivalent 5 years return.
MERIXWCERXMERIX / WCERX
Total Expense Ratio1.271.8569%
Annual Report Gross Expense Ratio1.371.9570%
Fund Existence12 years9 years-
Gain YTD7.8016.399122%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.45B130M1,882%
Annual Yield % from dividends2.073.6257%
Returns for 1 year7.684.95155%
Returns for 3 years12.6713.1696%
Returns for 5 years11.8912.0199%
Returns for 10 years31.79N/A-
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