DAMDX
Price
$27.21
Change
-$0.01 (-0.04%)
Updated
Dec 26 closing price
Net Assets
268.04M
MERFX
Price
$17.23
Change
-$0.01 (-0.06%)
Updated
Dec 26 closing price
Net Assets
2.41B
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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$27.21
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets268.04M
The Merger Fund A
Price$17.23
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.41B
DAMDX vs MERFX Comparison Chart in %
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DAMDX vs. MERFX commentary
Dec 28, 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 Hold.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.41B vs. DAMDX (268M). 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 annual gain was more profitable for investors over the last year : 7.49 vs. MERFX (1.17). DAMDX return over 5 years is better than : 8.91 vs. MERFX (1.16).
DAMDXMERFXDAMDX / MERFX
Total Expense Ratio2.631.56169%
Annual Report Gross Expense Ratio2.631.67157%
Fund Existence17 years37 years-
Gain YTD7.1290.5251,358%
Front Load6%6%105%
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets268M2.41B11%
Annual Yield % from dividends7.901.62488%
Returns for 1 year7.491.17638%
Returns for 3 years18.476.81271%
Returns for 5 years8.911.16769%
Returns for 10 years-1.3321.14-6%
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