DNMDX
Price
$29.05
Change
+$0.04 (+0.14%)
Updated
Dec 3 closing price
Net Assets
268.06M
MERFX
Price
$18.48
Change
+$0.01 (+0.05%)
Updated
Dec 3 closing price
Net Assets
2.45B
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DNMDX vs MERFX

Header iconDNMDX vs MERFX Comparison
Open Charts DNMDX vs MERFXBanner chart's image
Dunham Monthly Distribution N
Price$29.05
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets268.06M
The Merger Fund A
Price$18.48
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.45B
DNMDX vs MERFX Comparison Chart in %
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VS
DNMDX 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 DNMDX is a StrongBuy and MERFX is a Buy.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.45B vs. DNMDX (268M). DNMDX pays higher dividends than MERFX: DNMDX (7.37) vs MERFX (1.62). DNMDX was incepted earlier than MERFX: DNMDX (17 years) vs MERFX (37 years). DNMDX (2.38) is less costly to investors than MERFX (1.67). DNMDX is a more actively managed with annual turnover of: 209.00 vs. MERFX (153.00). MERFX has a lower initial minimum investment than DNMDX: MERFX (2500) vs DNMDX (100000). DNMDX annual gain was more profitable for investors over the last year : 7.40 vs. MERFX (6.85). DNMDX return over 5 years is better than : 10.54 vs. MERFX (9.72).
DNMDXMERFXDNMDX / MERFX
Total Expense Ratio2.381.56153%
Annual Report Gross Expense Ratio2.381.67143%
Fund Existence17 years37 years-
Gain YTD6.8437.64390%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets268M2.45B11%
Annual Yield % from dividends7.371.62455%
Returns for 1 year7.406.85108%
Returns for 3 years18.8911.57163%
Returns for 5 years10.549.72108%
Returns for 10 years1.6128.956%
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