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AEDFX vs MERIX
AEDFX vs MERIX Comparison Chart in %
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AEDFX vs. MERIX commentary
Dec 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 MERIX is a Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.46B vs. AEDFX (53.7M). MERIX pays higher dividends than AEDFX: MERIX (2.07) vs AEDFX (0.00). AEDFX was incepted earlier than MERIX: AEDFX (15 years) vs MERIX (12 years). AEDFX (1.88) is less costly to investors than MERIX (1.37). AEDFX is a more actively managed with annual turnover of: 195.00 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 : 8.82 vs. MERIX (7.59). AEDFX return over 5 years is better than : 19.14 vs. MERIX (11.06).
| AEDFX | MERIX | AEDFX / MERIX | |
| Total Expense Ratio | 1.71 | 1.27 | 135% |
| Annual Report Gross Expense Ratio | 1.88 | 1.37 | 137% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 8.355 | 8.333 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 2.46B | 2% |
| Annual Yield % from dividends | 0.00 | 2.07 | - |
| Returns for 1 year | 8.82 | 7.59 | 116% |
| Returns for 3 years | 16.85 | 12.65 | 133% |
| Returns for 5 years | 19.14 | 11.06 | 173% |
| Returns for 10 years | 50.26 | 33.91 | 148% |
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