MERFX
Price
$17.97
Change
+$0.01 (+0.06%)
Updated
Jul 3 closing price
Net Assets
2.36B
WCERX
Price
$10.94
Change
-$0.01 (-0.09%)
Updated
Jul 3 closing price
Net Assets
134.29M
Interact to see
Advertisement

MERFX vs WCERX

Header iconMERFX vs WCERX Comparison
Open Charts MERFX vs WCERXBanner chart's image
The Merger Fund A
Price$17.97
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.36B
Virtus Westchester Event-Driven Fd A
Price$10.94
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets134.29M
MERFX vs WCERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MERFX vs. WCERX commentary
Jul 06, 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 WCERX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.36B vs. WCERX (134M). WCERX pays higher dividends than MERFX: WCERX (3.72) vs MERFX (1.67). MERFX was incepted earlier than WCERX: MERFX (36 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than MERFX (1.67). WCERX is a more actively managed with annual turnover of: 210.00 vs. MERFX (153.00). MERFX (6%) and WCERX (6%) have equivalent initial investment costs. MERFX (2500) and WCERX (2500) have matching initial minimum investment requirements. MERFX annual gain was more profitable for investors over the last year : 5.58 vs. WCERX (3.91). WCERX return over 5 years is better than : 17.39 vs. MERFX (10.91).
MERFXWCERXMERFX / WCERX
Total Expense Ratio1.561.8584%
Annual Report Gross Expense Ratio1.671.9586%
Fund Existence36 years8 years-
Gain YTD4.8424.489108%
Front Load6%6%100%
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.36B134M1,761%
Annual Yield % from dividends1.673.7245%
Returns for 1 year5.583.91142%
Returns for 3 years10.6413.3480%
Returns for 5 years10.9117.3963%
Returns for 10 years23.52N/A-
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 %
ITYYX69.470.98
+1.43%
Invesco Technology Y
ARIGX16.340.20
+1.24%
Aristotle Growth Equity I
FFDKX102.071.04
+1.03%
Fidelity K
SCNSX19.800.13
+0.66%
Allspring Common Stock Inst
SNGRX24.930.08
+0.32%
Sit International Growth