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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$20.60
Change-$0.08 (-0.39%)
VolumeN/A
Net Assets36.62M
MCMVX vs MVCAX Comparison Chart in %
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MCMVX vs. MVCAX commentary
Aug 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. MCMVX (36.6M). 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 : 7.42 vs. MVCAX (-1.59). MCMVX return over 5 years is better than : 52.67 vs. MVCAX (46.66).
| 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 | 3.310 | 1.662 | 199% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.6M | 16.9B | 0% |
| Annual Yield % from dividends | 1.00 | 0.86 | 115% |
| Returns for 1 year | 7.42 | -1.59 | -465% |
| Returns for 3 years | 20.93 | 10.76 | 195% |
| Returns for 5 years | 52.67 | 46.66 | 113% |
| Returns for 10 years | 104.10 | 63.45 | 164% |
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