MERFX
Price
$18.12
Change
-$0.01 (-0.06%)
Updated
Jul 25 closing price
Net Assets
2.39B
WCERX
Price
$11.06
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
135.4M
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MERFX vs WCERX

Header iconMERFX vs WCERX Comparison
Open Charts MERFX vs WCERXBanner chart's image
The Merger Fund A
Price$18.12
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.39B
Virtus Westchester Event-Driven Fd A
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets135.4M
MERFX vs WCERX Comparison Chart in %
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MERFX vs. WCERX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.39B vs. WCERX (135M). WCERX pays higher dividends than MERFX: WCERX (3.72) vs MERFX (1.67). MERFX was incepted earlier than WCERX: MERFX (37 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 : 5.66 vs. WCERX (4.48). WCERX return over 5 years is better than : 16.19 vs. MERFX (10.61).
MERFXWCERXMERFX / WCERX
Total Expense Ratio1.561.8584%
Annual Report Gross Expense Ratio1.671.9586%
Fund Existence37 years8 years-
Gain YTD5.7185.635101%
Front Load6%6%100%
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.39B135M1,770%
Annual Yield % from dividends1.673.7245%
Returns for 1 year5.664.48126%
Returns for 3 years10.6613.3480%
Returns for 5 years10.6116.1966%
Returns for 10 years25.19N/A-
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