AGEAX
Price
$12.23
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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AGEAX vs MERIX

Header iconAGEAX vs MERIX Comparison
Open Charts AGEAX vs MERIXBanner chart's image
Water Island Event-Driven Fund A
Price$12.23
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
AGEAX vs MERIX Comparison Chart in %
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AGEAX 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 AGEAX is a StrongBuy and MERIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.36B vs. AGEAX (59.1M). MERIX pays higher dividends than AGEAX: MERIX (2.13) vs AGEAX (0.00). AGEAX was incepted earlier than MERIX: AGEAX (12 years) vs MERIX (12 years). AGEAX (1.75) is less costly to investors than MERIX (1.37). AGEAX is a more actively managed with annual turnover of: 305.00 vs. MERIX (153.00). AGEAX has a lower initial minimum investment than MERIX: AGEAX (2000) vs MERIX (100000). AGEAX annual gain was more profitable for investors over the last year : 6.26 vs. MERIX (5.82). AGEAX return over 5 years is better than : 22.41 vs. MERIX (12.38).
AGEAXMERIXAGEAX / MERIX
Total Expense Ratio1.731.27136%
Annual Report Gross Expense Ratio1.751.37128%
Fund Existence12 years12 years-
Gain YTD4.3524.96588%
Front Load3%N/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets59.1M2.36B3%
Annual Yield % from dividends0.002.13-
Returns for 1 year6.265.82107%
Returns for 3 years15.1511.51132%
Returns for 5 years22.4112.38181%
Returns for 10 years35.0326.44132%
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