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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$21.15
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets37.17M
MCMVX vs MVCAX Comparison Chart in %
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MCMVX vs. MVCAX commentary
Aug 30, 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: 17.3B vs. MCMVX (37.2M). MCMVX pays higher dividends than MVCAX: MCMVX (1.00) vs MVCAX (0.86). 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 : 3.96 vs. MVCAX (-3.51). MCMVX return over 5 years is better than : 55.67 vs. MVCAX (50.80).
| 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 | 6.068 | 5.574 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.2M | 17.3B | 0% |
| Annual Yield % from dividends | 1.00 | 0.86 | 115% |
| Returns for 1 year | 3.96 | -3.51 | -113% |
| Returns for 3 years | 25.28 | 14.98 | 169% |
| Returns for 5 years | 55.67 | 50.80 | 110% |
| Returns for 10 years | 120.66 | 75.50 | 160% |
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