DAMDX
Price
$27.06
Change
-$0.00 (-0.00%)
Updated
Dec 2 closing price
Net Assets
266.15M
MERFX
Price
$18.47
Change
+$0.02 (+0.11%)
Updated
Dec 2 closing price
Net Assets
2.45B
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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$27.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets266.15M
The Merger Fund A
Price$18.47
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets2.45B
DAMDX vs MERFX Comparison Chart in %
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DAMDX vs. MERFX commentary
Dec 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.45B vs. DAMDX (266M). DAMDX pays higher dividends than MERFX: DAMDX (7.90) vs MERFX (1.62). 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 (7.09) and MERFX (6.85) have marching annual gain over last year. MERFX return over 5 years is better than : 9.72 vs. DAMDX (8.72).
DAMDXMERFXDAMDX / MERFX
Total Expense Ratio2.631.56169%
Annual Report Gross Expense Ratio2.631.67157%
Fund Existence17 years37 years-
Gain YTD6.5387.64386%
Front Load6%6%105%
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets266M2.45B11%
Annual Yield % from dividends7.901.62488%
Returns for 1 year7.096.85103%
Returns for 3 years17.9311.57155%
Returns for 5 years8.729.7290%
Returns for 10 years-1.9628.95-7%
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