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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$19.73
Change+$0.19 (+0.97%)
VolumeN/A
Net Assets34.48M
MCMVX vs MVCAX Comparison Chart
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MCMVX vs. MVCAX commentary
Jun 07, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. MCMVX (34.5M). MCMVX pays higher dividends than MVCAX: MCMVX (1.05) vs MVCAX (0.89). 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 : 2.67 vs. MVCAX (-5.05). MCMVX return over 5 years is better than : 47.14 vs. MVCAX (40.08).
| 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 | -1.053 | -2.151 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.5M | 16.7B | 0% |
| Annual Yield % from dividends | 1.05 | 0.89 | 118% |
| Returns for 1 year | 2.67 | -5.05 | -53% |
| Returns for 3 years | 13.28 | 0.85 | 1,557% |
| Returns for 5 years | 47.14 | 40.08 | 118% |
| Returns for 10 years | 93.30 | 55.19 | 169% |
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