AEDFX
Price
$12.24
Change
+$0.02 (+0.16%)
Updated
Jul 3 closing price
Net Assets
59.09M
MERIX
Price
$17.76
Change
+$0.01 (+0.06%)
Updated
Jul 3 closing price
Net Assets
2.36B
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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$12.24
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets59.09M
The Merger Fund I
Price$17.76
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.36B
AEDFX vs MERIX Comparison Chart in %
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AEDFX vs. MERIX commentary
Jul 07, 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: 2.36B vs. AEDFX (59.1M). 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). AEDFX annual gain was more profitable for investors over the last year : 6.16 vs. MERIX (5.82). AEDFX return over 5 years is better than : 22.39 vs. MERIX (12.38).
AEDFXMERIXAEDFX / MERIX
Total Expense Ratio1.731.27136%
Annual Report Gross Expense Ratio1.751.37128%
Fund Existence15 years12 years-
Gain YTD4.3484.96588%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets59.1M2.36B3%
Annual Yield % from dividends0.002.13-
Returns for 1 year6.165.82106%
Returns for 3 years15.0611.51131%
Returns for 5 years22.3912.38181%
Returns for 10 years34.9626.44132%
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