MERFX
Price
$17.97
Change
+$0.01 (+0.06%)
Updated
Jul 3 closing price
Net Assets
2.36B
MERIX
Price
$17.76
Change
+$0.01 (+0.06%)
Updated
Jul 3 closing price
Net Assets
2.36B
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MERFX vs MERIX

Header iconMERFX vs MERIX Comparison
Open Charts MERFX vs MERIXBanner chart's image
The Merger Fund A
Price$17.97
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.36B
The Merger Fund I
Price$17.76
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.36B
MERFX vs MERIX Comparison Chart in %
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MERFX vs. MERIX 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 MERFX is a StrongBuy and MERIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MERFX (2.36B) and MERIX (2.36B) have equal amount of cash in the bank . MERIX pays higher dividends than MERFX: MERIX (2.13) vs MERFX (1.67). MERFX was incepted earlier than MERIX: MERFX (36 years) vs MERIX (12 years). MERFX (1.67) is less costly to investors than MERIX (1.37). MERFX (153.00) and MERIX (153.00) have comparable annual turnover. MERFX has a lower initial minimum investment than MERIX: MERFX (2500) vs MERIX (100000). MERIX (5.82) and MERFX (5.58) have marching annual gain over last year. MERIX return over 5 years is better than : 12.38 vs. MERFX (10.91).
MERFXMERIXMERFX / MERIX
Total Expense Ratio1.561.27123%
Annual Report Gross Expense Ratio1.671.37122%
Fund Existence36 years12 years-
Gain YTD4.8424.96598%
Front Load6%N/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets2.36B2.36B100%
Annual Yield % from dividends1.672.1378%
Returns for 1 year5.585.8296%
Returns for 3 years10.6411.5192%
Returns for 5 years10.9112.3888%
Returns for 10 years23.5226.4489%
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