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AVALX vs MCGRX
AVALX vs MCGRX Comparison
Open Charts AVALX vs MCGRX
AVALX vs MCGRX Comparison Chart in %
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AVALX vs. MCGRX commentary
Aug 03, 2026
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 AVALX is a Hold and MCGRX is a Hold.
FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 1.1B vs. MCGRX (200M). MCGRX pays higher dividends than AVALX: MCGRX (2.09) vs AVALX (0.62). AVALX was incepted earlier than MCGRX: AVALX (28 years) vs MCGRX (32 years). MCGRX (1.88) is less costly to investors than AVALX (1.36). MCGRX is a more actively managed with annual turnover of: 90.00 vs. AVALX (12.00). MCGRX has a lower initial minimum investment than AVALX: MCGRX (1000) vs AVALX (10000). AVALX annual gain was more profitable for investors over the last year : 48.93 vs. MCGRX (11.46). AVALX return over 5 years is better than : 154.32 vs. MCGRX (7.94).
| AVALX | MCGRX | AVALX / MCGRX | |
| Total Expense Ratio | 1.36 | 1.88 | 72% |
| Annual Report Gross Expense Ratio | 1.36 | 1.88 | 72% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | 17.048 | -0.767 | -2,224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 200M | 550% |
| Annual Yield % from dividends | 0.62 | 2.09 | 30% |
| Returns for 1 year | 48.93 | 11.46 | 427% |
| Returns for 3 years | 100.62 | 1.62 | 6,228% |
| Returns for 5 years | 154.32 | 7.94 | 1,944% |
| Returns for 10 years | 371.53 | -30.61 | -1,214% |
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