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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$18.93
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets33.68M
MCMVX vs MVCAX Comparison Chart
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MCMVX vs. MVCAX commentary
Mar 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. MCMVX (33.7M). MCMVX pays higher dividends than MVCAX: MCMVX (1.03) 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). 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 : 0.74 vs. MVCAX (-6.26). MCMVX return over 5 years is better than : 88.50 vs. MVCAX (64.87).
| 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 | -4.112 | -4.433 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 16.6B | 0% |
| Annual Yield % from dividends | 1.03 | 0.87 | 118% |
| Returns for 1 year | 0.74 | -6.26 | -12% |
| Returns for 3 years | 11.24 | 1.92 | 586% |
| Returns for 5 years | 88.50 | 64.87 | 136% |
| Returns for 10 years | 86.68 | 55.79 | 155% |
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