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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$20.37
Change-$0.31 (-1.50%)
VolumeN/A
Net Assets35.99M
MCMVX vs MVCAX Comparison Chart in %
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MCMVX vs. MVCAX commentary
Jul 17, 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: 17.2B vs. MCMVX (36M). MCMVX pays higher dividends than MVCAX: MCMVX (1.02) vs MVCAX (0.87). 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). MVCAX is a more actively managed with annual turnover of: 27.00 vs. MCMVX (23.00). 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 : 2.57 vs. MVCAX (-4.31). MCMVX return over 5 years is better than : 55.82 vs. MVCAX (51.49).
| 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 | 2.156 | 0.684 | 315% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36M | 17.2B | 0% |
| Annual Yield % from dividends | 1.02 | 0.87 | 116% |
| Returns for 1 year | 2.57 | -4.31 | -60% |
| Returns for 3 years | 26.84 | 17.27 | 155% |
| Returns for 5 years | 55.82 | 51.49 | 108% |
| Returns for 10 years | 99.06 | 60.15 | 165% |
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