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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$18.63
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets32.91M
MCMVX vs MVCAX Comparison Chart
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MCMVX vs. MVCAX commentary
May 12, 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: 16.5B vs. MCMVX (32.9M). MCMVX pays higher dividends than MVCAX: MCMVX (1.12) vs MVCAX (0.93). 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 : -5.06 vs. MVCAX (-8.04). MVCAX (58.60) and MCMVX (56.34) have equivalent 5 years return.
| 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 | -4.042 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 16.5B | 0% |
| Annual Yield % from dividends | 1.12 | 0.93 | 120% |
| Returns for 1 year | -5.06 | -8.04 | 63% |
| Returns for 3 years | 11.81 | 6.20 | 190% |
| Returns for 5 years | 56.34 | 58.60 | 96% |
| Returns for 10 years | 82.52 | 51.61 | 160% |
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