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AEDFX vs MERFX
AEDFX vs MERFX Comparison Chart in %
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AEDFX vs. MERFX commentary
Jan 16, 2026
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: 2.42B vs. AEDFX (50.1M). MERFX pays higher dividends than AEDFX: MERFX (3.91) vs AEDFX (0.68). 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). AEDFX annual gain was more profitable for investors over the last year : 7.48 vs. MERFX (4.22). AEDFX return over 5 years is better than : 14.79 vs. MERFX (7.36).
| 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 | 0.158 | 0.290 | 55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1M | 2.42B | 2% |
| Annual Yield % from dividends | 0.68 | 3.91 | 17% |
| Returns for 1 year | 7.48 | 4.22 | 177% |
| Returns for 3 years | 16.56 | 11.12 | 149% |
| Returns for 5 years | 14.79 | 7.36 | 201% |
| Returns for 10 years | 51.22 | 29.09 | 176% |
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