MERIX
Price
$18.00
Change
+$0.02 (+0.11%)
Updated
Sep 25 closing price
Net Assets
2.41B
WCEIX
Price
$11.28
Change
-$0.00 (-0.00%)
Updated
Sep 25 closing price
Net Assets
129.17M
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MERIX vs WCEIX

Header iconMERIX vs WCEIX Comparison
Open Charts MERIX vs WCEIXBanner chart's image
The Merger Fund I
Price$18.00
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets2.41B
Virtus Westchester Event-Driven Fd I
Price$11.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets129.17M
MERIX vs WCEIX Comparison Chart in %
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MERIX vs. WCEIX commentary
Sep 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 MERIX is a Hold and WCEIX is a Buy.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.41B vs. WCEIX (129M). MERIX pays higher dividends than WCEIX: MERIX (2.10) vs WCEIX (1.14). MERIX was incepted earlier than WCEIX: MERIX (12 years) vs WCEIX (12 years). WCEIX (1.68) is less costly to investors than MERIX (1.37). WCEIX is a more actively managed with annual turnover of: 210.00 vs. MERIX (153.00). MERIX (100000) and WCEIX (100000) have matching initial minimum investment requirements. MERIX annual gain was more profitable for investors over the last year : 5.89 vs. WCEIX (4.47). WCEIX return over 5 years is better than : 17.73 vs. MERIX (12.13).
MERIXWCEIXMERIX / WCEIX
Total Expense Ratio1.271.6079%
Annual Report Gross Expense Ratio1.371.6882%
Fund Existence12 years12 years-
Gain YTD6.3836.215103%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.41B129M1,868%
Annual Yield % from dividends2.101.14184%
Returns for 1 year5.894.47132%
Returns for 3 years11.5115.6574%
Returns for 5 years12.1317.7368%
Returns for 10 years32.8038.2986%
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