MERIX
Price
$18.16
Change
-$0.00 (-0.00%)
Updated
Oct 17 closing price
Net Assets
2.43B
WCERX
Price
$11.18
Change
+$0.02 (+0.18%)
Updated
Oct 17 closing price
Net Assets
130.02M
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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$18.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.43B
Virtus Westchester Event-Driven Fd A
Price$11.18
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets130.02M
MERIX vs WCERX Comparison Chart in %
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MERIX vs. WCERX commentary
Oct 18, 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 Buy and WCERX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.43B vs. WCERX (130M). WCERX pays higher dividends than MERIX: WCERX (3.64) vs MERIX (2.09). MERIX was incepted earlier than WCERX: MERIX (12 years) vs WCERX (9 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 : 6.10 vs. WCERX (4.01). WCERX return over 5 years is better than : 16.12 vs. MERIX (12.61).
MERIXWCERXMERIX / WCERX
Total Expense Ratio1.271.8569%
Annual Report Gross Expense Ratio1.371.9570%
Fund Existence12 years9 years-
Gain YTD7.3296.781108%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.43B130M1,869%
Annual Yield % from dividends2.093.6457%
Returns for 1 year6.104.01152%
Returns for 3 years11.8614.2383%
Returns for 5 years12.6116.1278%
Returns for 10 years30.54N/A-
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