AEDNX
Price
$12.75
Change
-$0.02 (-0.16%)
Updated
Nov 13 closing price
Net Assets
58.55M
WCERX
Price
$11.22
Change
-$0.03 (-0.27%)
Updated
Nov 13 closing price
Net Assets
130.33M
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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$12.75
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets58.55M
Virtus Westchester Event-Driven Fd A
Price$11.22
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets130.33M
AEDNX vs WCERX Comparison Chart in %
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AEDNX vs. WCERX commentary
Nov 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 AEDNX is a Hold and WCERX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
WCERX has more cash in the bank: 130M vs. AEDNX (58.6M). WCERX pays higher dividends than AEDNX: WCERX (3.62) vs AEDNX (0.19). AEDNX was incepted earlier than WCERX: AEDNX (15 years) vs WCERX (9 years). WCERX (1.95) is less costly to investors than AEDNX (1.62). WCERX is a more actively managed with annual turnover of: 210.00 vs. AEDNX (195.00). 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 : 7.26 vs. WCERX (5.13). AEDNX return over 5 years is better than : 22.57 vs. WCERX (14.79).
AEDNXWCERXAEDNX / WCERX
Total Expense Ratio1.461.8579%
Annual Report Gross Expense Ratio1.621.9583%
Fund Existence15 years9 years-
Gain YTD7.4017.45099%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets58.6M130M45%
Annual Yield % from dividends0.193.625%
Returns for 1 year7.265.13141%
Returns for 3 years17.5914.50121%
Returns for 5 years22.5714.79153%
Returns for 10 years51.80N/A-
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