DAMDX
Price
$27.18
Change
+$0.02 (+0.07%)
Updated
Nov 12 closing price
Net Assets
264.13M
MERFX
Price
$18.46
Change
+$0.01 (+0.05%)
Updated
Nov 12 closing price
Net Assets
2.45B
Interact to see
Advertisement

DAMDX vs MERFX

Header iconDAMDX vs MERFX Comparison
Open Charts DAMDX vs MERFXBanner chart's image
Dunham Monthly Distribution A
Price$27.18
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets264.13M
The Merger Fund A
Price$18.46
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.45B
DAMDX vs MERFX Comparison Chart in %
View a ticker or compare two or three
VS
DAMDX vs. MERFX 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 DAMDX is a StrongBuy and MERFX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.45B vs. DAMDX (264M). DAMDX pays higher dividends than MERFX: DAMDX (7.98) vs MERFX (1.63). 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 (7.36) and MERFX (7.16) have marching annual gain over last year. MERFX return over 5 years is better than : 10.96 vs. DAMDX (9.65).
DAMDXMERFXDAMDX / MERFX
Total Expense Ratio2.631.56169%
Annual Report Gross Expense Ratio2.631.67157%
Fund Existence17 years37 years-
Gain YTD7.0117.70191%
Front Load6%6%105%
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets264M2.45B11%
Annual Yield % from dividends7.981.63491%
Returns for 1 year7.367.16103%
Returns for 3 years19.3112.21158%
Returns for 5 years9.6510.9688%
Returns for 10 years-1.1929.69-4%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SMBYX41.870.09
+0.22%
ClearBridge Mid Cap I
PRJBX48.71-0.02
-0.04%
PGIM Jennison Global Opportunities R2
ARILX16.93-0.01
-0.06%
Aristotle Core Eq I
TOWTX15.01-0.01
-0.07%
Towpath Technology Inst
AIWEX18.00-0.13
-0.72%
Cavanal Hill World Energy Institutional