DAMDX
Price
$27.30
Change
-$0.01 (-0.04%)
Updated
Jul 25 closing price
Net Assets
246.71M
MERFX
Price
$18.12
Change
-$0.01 (-0.06%)
Updated
Jul 25 closing price
Net Assets
2.39B
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DAMDX vs MERFX

Header iconDAMDX vs MERFX Comparison
Open Charts DAMDX vs MERFXBanner chart's image
Dunham Monthly Distribution A
Price$27.30
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets246.71M
The Merger Fund A
Price$18.12
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.39B
DAMDX vs MERFX Comparison Chart in %
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DAMDX vs. MERFX 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 DAMDX is a StrongBuy and MERFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.39B vs. DAMDX (247M). DAMDX pays higher dividends than MERFX: DAMDX (8.25) vs MERFX (1.67). DAMDX was incepted earlier than MERFX: DAMDX (17 years) vs MERFX (37 years). DAMDX (2.63) is less costly to investors than MERFX (1.67). DAMDX is a more actively managed with annual turnover of: 209.00 vs. MERFX (153.00). DAMDX (6%) and MERFX (6%) have equivalent initial investment costs. MERFX has a lower initial minimum investment than DAMDX: MERFX (2500) vs DAMDX (5000). DAMDX annual gain was more profitable for investors over the last year : 8.12 vs. MERFX (5.66). MERFX return over 5 years is better than : 10.61 vs. DAMDX (7.30).
DAMDXMERFXDAMDX / MERFX
Total Expense Ratio2.631.56169%
Annual Report Gross Expense Ratio2.631.67157%
Fund Existence17 years37 years-
Gain YTD4.7215.71883%
Front Load6%6%105%
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets247M2.39B10%
Annual Yield % from dividends8.251.67495%
Returns for 1 year8.125.66143%
Returns for 3 years14.0210.66132%
Returns for 5 years7.3010.6169%
Returns for 10 years-7.0525.19-28%
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