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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$20.48
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets35.54M
MCMVX vs MVCAX Comparison Chart
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MCMVX vs. MVCAX commentary
Jan 19, 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: 17.6B vs. MCMVX (35.5M). MCMVX pays higher dividends than MVCAX: MCMVX (1.48) vs MVCAX (1.16). MCMVX was incepted earlier than MVCAX: MCMVX (12 years) vs MVCAX (23 years). MCMVX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (19.00). 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 : 14.92 vs. MVCAX (9.50). MCMVX return over 5 years is better than : 44.20 vs. MVCAX (30.79).
| MCMVX | MVCAX | MCMVX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 2.708 | 2.966 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.5M | 17.6B | 0% |
| Annual Yield % from dividends | 1.48 | 1.16 | 127% |
| Returns for 1 year | 14.92 | 9.50 | 157% |
| Returns for 3 years | 14.87 | 2.65 | 561% |
| Returns for 5 years | 44.20 | 30.79 | 144% |
| Returns for 10 years | 106.50 | 74.34 | 143% |
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