Interact to see
Advertisement
Advertisement
MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$21.25
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets37.56M
MCMVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MCMVX vs. MVCAX commentary
Oct 10, 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: 17.2B vs. MCMVX (37.6M). MCMVX pays higher dividends than MVCAX: MCMVX (0.97) vs MVCAX (0.84). 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 : 0.82 vs. MVCAX (-6.67). MCMVX return over 5 years is better than : 50.32 vs. MVCAX (44.95).
| 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 | 6.570 | 4.205 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6M | 17.2B | 0% |
| Annual Yield % from dividends | 0.97 | 0.84 | 116% |
| Returns for 1 year | 0.82 | -6.67 | -12% |
| Returns for 3 years | 40.17 | 23.91 | 168% |
| Returns for 5 years | 50.32 | 44.95 | 112% |
| Returns for 10 years | 120.70 | 72.70 | 166% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement