AEDNX
Price
$12.54
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
59.67M
WCERX
Price
$11.06
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
135.4M
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AEDNX vs WCERX

Header iconAEDNX vs WCERX Comparison
Open Charts AEDNX vs WCERXBanner chart's image
Water Island Event-Driven Fund I
Price$12.54
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets59.67M
Virtus Westchester Event-Driven Fd A
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets135.4M
AEDNX vs WCERX Comparison Chart in %
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AEDNX vs. WCERX 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 AEDNX is a StrongBuy and WCERX is a Buy.

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FUNDAMENTALS
Fundamentals
WCERX has more cash in the bank: 135M vs. AEDNX (59.7M). WCERX pays higher dividends than AEDNX: WCERX (3.72) vs AEDNX (0.19). AEDNX was incepted earlier than WCERX: AEDNX (15 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than AEDNX (1.50). AEDNX is a more actively managed with annual turnover of: 305.00 vs. WCERX (210.00). WCERX has a lower initial minimum investment than AEDNX: WCERX (2500) vs AEDNX (100000). AEDNX annual gain was more profitable for investors over the last year : 5.86 vs. WCERX (4.48). AEDNX return over 5 years is better than : 24.87 vs. WCERX (16.19).
AEDNXWCERXAEDNX / WCERX
Total Expense Ratio1.481.8580%
Annual Report Gross Expense Ratio1.501.9577%
Fund Existence15 years8 years-
Gain YTD5.4675.63597%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets59.7M135M44%
Annual Yield % from dividends0.193.725%
Returns for 1 year5.864.48131%
Returns for 3 years16.1113.34121%
Returns for 5 years24.8716.19154%
Returns for 10 years41.67N/A-
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