Interact to see
Advertisement
Advertisement
AEDFX vs MERIX
AEDFX vs MERIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| AEDFX | MERIX | AEDFX / MERIX | |
| Total Expense Ratio | 1.73 | 1.27 | 136% |
| Annual Report Gross Expense Ratio | 1.75 | 1.37 | 128% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 5.371 | 5.851 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.7M | 2.39B | 2% |
| Annual Yield % from dividends | 0.00 | 2.13 | - |
| Returns for 1 year | 5.55 | 5.91 | 94% |
| Returns for 3 years | 15.22 | 11.53 | 132% |
| Returns for 5 years | 23.22 | 12.15 | 191% |
| Returns for 10 years | 38.18 | 28.17 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers