EVDIX
Price
$21.57
Change
-$0.04 (-0.19%)
Updated
Jul 3 closing price
Net Assets
95.58M
MERFX
Price
$17.97
Change
+$0.01 (+0.06%)
Updated
Jul 3 closing price
Net Assets
2.36B
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EVDIX vs MERFX

Header iconEVDIX vs MERFX Comparison
Open Charts EVDIX vs MERFXBanner chart's image
Camelot Event Driven Institutional
Price$21.57
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets95.58M
The Merger Fund A
Price$17.97
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.36B
EVDIX vs MERFX Comparison Chart in %
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EVDIX vs. MERFX commentary
Jul 07, 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 EVDIX is a Buy and MERFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.36B vs. EVDIX (95.6M). MERFX pays higher dividends than EVDIX: MERFX (1.67) vs EVDIX (1.14). EVDIX was incepted earlier than MERFX: EVDIX (15 years) vs MERFX (36 years). EVDIX (1.84) is less costly to investors than MERFX (1.67). MERFX is a more actively managed with annual turnover of: 153.00 vs. EVDIX (48.00). MERFX has a lower initial minimum investment than EVDIX: MERFX (2500) vs EVDIX (1000000). EVDIX annual gain was more profitable for investors over the last year : 8.77 vs. MERFX (5.58). EVDIX return over 5 years is better than : 64.22 vs. MERFX (10.91).
EVDIXMERFXEVDIX / MERFX
Total Expense Ratio1.771.56113%
Annual Report Gross Expense Ratio1.841.67110%
Fund Existence15 years36 years-
Gain YTD6.0994.842126%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets95.6M2.36B4%
Annual Yield % from dividends1.141.6769%
Returns for 1 year8.775.58157%
Returns for 3 years2.2510.6421%
Returns for 5 years64.2210.91589%
Returns for 10 years77.3923.52329%
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