AEDFX
Price
$12.36
Change
+$0.02 (+0.16%)
Updated
Jul 25 closing price
Net Assets
59.67M
MERIX
Price
$17.91
Change
-$0.01 (-0.06%)
Updated
Jul 25 closing price
Net Assets
2.39B
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AEDFX vs MERIX

Header iconAEDFX vs MERIX Comparison
Open Charts AEDFX vs MERIXBanner chart's image
Water Island Event-Driven Fund R
Price$12.36
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets59.67M
The Merger Fund I
Price$17.91
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.39B
AEDFX vs MERIX Comparison Chart in %
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AEDFX vs. MERIX commentary
Jul 27, 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 StrongBuy and MERIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. AEDFX (59.7M). MERIX pays higher dividends than AEDFX: MERIX (2.13) vs AEDFX (0.00). AEDFX was incepted earlier than MERIX: AEDFX (15 years) vs MERIX (12 years). AEDFX (1.75) is less costly to investors than MERIX (1.37). AEDFX is a more actively managed with annual turnover of: 305.00 vs. MERIX (153.00). AEDFX has a lower initial minimum investment than MERIX: AEDFX (2000) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 5.91 vs. AEDFX (5.55). AEDFX return over 5 years is better than : 23.22 vs. MERIX (12.15).
AEDFXMERIXAEDFX / MERIX
Total Expense Ratio1.731.27136%
Annual Report Gross Expense Ratio1.751.37128%
Fund Existence15 years12 years-
Gain YTD5.3715.85192%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets59.7M2.39B2%
Annual Yield % from dividends0.002.13-
Returns for 1 year5.555.9194%
Returns for 3 years15.2211.53132%
Returns for 5 years23.2212.15191%
Returns for 10 years38.1828.17136%
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