MERIX
Price
$17.91
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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MERIX vs WCERX

Header iconMERIX vs WCERX Comparison
Open Charts MERIX vs WCERXBanner chart's image
The Merger Fund I
Price$17.91
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
MERIX vs WCERX Comparison Chart in %
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MERIX 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 MERIX is a StrongBuy and WCERX is a Buy.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. WCERX (135M). WCERX pays higher dividends than MERIX: WCERX (3.72) vs MERIX (2.13). MERIX was incepted earlier than WCERX: MERIX (12 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than MERIX (1.37). WCERX is a more actively managed with annual turnover of: 210.00 vs. MERIX (153.00). WCERX has a lower initial minimum investment than MERIX: WCERX (2500) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 5.91 vs. WCERX (4.48). WCERX return over 5 years is better than : 16.19 vs. MERIX (12.15).
MERIXWCERXMERIX / WCERX
Total Expense Ratio1.271.8569%
Annual Report Gross Expense Ratio1.371.9570%
Fund Existence12 years8 years-
Gain YTD5.8515.635104%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.39B135M1,770%
Annual Yield % from dividends2.133.7257%
Returns for 1 year5.914.48132%
Returns for 3 years11.5313.3486%
Returns for 5 years12.1516.1975%
Returns for 10 years28.17N/A-
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