DNMDX
Price
$29.10
Change
-$0.03 (-0.10%)
Updated
Nov 13 closing price
Net Assets
264.73M
MERFX
Price
$18.43
Change
-$0.03 (-0.16%)
Updated
Nov 13 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$29.10
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets264.73M
The Merger Fund A
Price$18.43
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets2.45B
DNMDX vs MERFX Comparison Chart in %
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VS
DNMDX 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 DNMDX is a StrongBuy and MERFX is a Hold.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.45B vs. DNMDX (265M). DNMDX pays higher dividends than MERFX: DNMDX (7.45) vs MERFX (1.63). 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 : 7.61 vs. MERFX (7.16). DNMDX (11.42) and MERFX (10.96) have equivalent 5 years return.
DNMDXMERFXDNMDX / MERFX
Total Expense Ratio2.381.56153%
Annual Report Gross Expense Ratio2.381.67143%
Fund Existence17 years37 years-
Gain YTD7.2487.70194%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets265M2.45B11%
Annual Yield % from dividends7.451.63458%
Returns for 1 year7.617.16106%
Returns for 3 years20.2412.21166%
Returns for 5 years11.4210.96104%
Returns for 10 years2.3429.698%
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