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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$17.65
Change+$0.17 (+0.97%)
VolumeN/A
Net Assets30.86M
MCMVX vs MVCAX Comparison Chart
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MCMVX vs. MVCAX commentary
Apr 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 MCMVX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.4B vs. MCMVX (30.9M). MCMVX pays higher dividends than MVCAX: MCMVX (1.08) vs MVCAX (0.90). MCMVX was incepted earlier than MVCAX: MCMVX (12 years) vs MVCAX (24 years). MCMVX (1.77) is less costly to investors than MVCAX (1.00). MCMVX is a more actively managed with annual turnover of: 37.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than MCMVX: MVCAX (1000) vs MCMVX (5000). MCMVX annual gain was more profitable for investors over the last year : -7.27 vs. MVCAX (-8.31). MVCAX (55.12) and MCMVX (53.17) have equivalent 5 years return.
| MCMVX | MVCAX | MCMVX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 1.77 | 1.00 | 177% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -12.337 | -9.452 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 15.4B | 0% |
| Annual Yield % from dividends | 1.08 | 0.90 | 121% |
| Returns for 1 year | -7.27 | -8.31 | 88% |
| Returns for 3 years | -1.21 | -6.83 | 18% |
| Returns for 5 years | 53.17 | 55.12 | 96% |
| Returns for 10 years | 67.94 | 43.47 | 156% |
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