Interact to see
Advertisement
Advertisement
AEDFX vs MERFX
AEDFX vs MERFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEDFX vs. MERFX commentary
Nov 14, 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 AEDFX is a Hold and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.45B vs. AEDFX (58.6M). MERFX pays higher dividends than AEDFX: MERFX (1.63) vs AEDFX (0.00). AEDFX was incepted earlier than MERFX: AEDFX (15 years) vs MERFX (37 years). AEDFX (1.88) is less costly to investors than MERFX (1.67). AEDFX is a more actively managed with annual turnover of: 195.00 vs. MERFX (153.00). AEDFX has a lower initial minimum investment than MERFX: AEDFX (2000) vs MERFX (2500). MERFX (7.29) and AEDFX (7.08) have marching annual gain over last year. AEDFX return over 5 years is better than : 20.80 vs. MERFX (10.78).
| AEDFX | MERFX | AEDFX / MERFX | |
| Total Expense Ratio | 1.71 | 1.56 | 110% |
| Annual Report Gross Expense Ratio | 1.88 | 1.67 | 113% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 6.991 | 7.526 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 2.45B | 2% |
| Annual Yield % from dividends | 0.00 | 1.63 | - |
| Returns for 1 year | 7.08 | 7.29 | 97% |
| Returns for 3 years | 16.56 | 12.03 | 138% |
| Returns for 5 years | 20.80 | 10.78 | 193% |
| Returns for 10 years | 47.54 | 28.98 | 164% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CFWAX | 30.75 | -0.20 | -0.65% |
| Calvert Global Water A | |||
| VSQSX | 18.68 | -0.38 | -1.99% |
| Invesco MSCI World SRI Index R6 | |||
| IRLSX | 85.01 | -1.79 | -2.06% |
| Voya Russell Large Cap Growth Idx Port S | |||
| AIGIX | 22.11 | -0.51 | -2.25% |
| Alger International Opportunities I | |||
| ACILX | 31.17 | -0.77 | -2.41% |
| American Century Heritage G | |||