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MCMVX vs VEVYX
MCMVX vs VEVYX Comparison
Open Charts MCMVX vs VEVYX
Monongahela All Cap Value
Price$17.65
Change+$0.17 (+0.97%)
VolumeN/A
Net Assets30.86M
Victory Sycamore Established Value Y
Price$42.01
Change+$0.36 (+0.86%)
VolumeN/A
Net Assets16.15B
MCMVX vs VEVYX Comparison Chart
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MCMVX vs. VEVYX commentary
Apr 18, 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 VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.1B vs. MCMVX (30.9M). VEVYX (1.12) and MCMVX (1.08) have matching dividends . MCMVX was incepted earlier than VEVYX: MCMVX (12 years) vs VEVYX (12 years). MCMVX (1.77) is less costly to investors than VEVYX (0.66). MCMVX is a more actively managed with annual turnover of: 37.00 vs. VEVYX (34.00). MCMVX has a lower initial minimum investment than VEVYX: MCMVX (5000) vs VEVYX (1000000). MCMVX annual gain was more profitable for investors over the last year : -7.27 vs. VEVYX (-10.59). MCMVX return over 5 years is better than : 53.17 vs. VEVYX (46.78).
| MCMVX | VEVYX | MCMVX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 1.77 | 0.66 | 268% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -12.337 | -8.276 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 16.1B | 0% |
| Annual Yield % from dividends | 1.08 | 1.12 | 97% |
| Returns for 1 year | -7.27 | -10.59 | 69% |
| Returns for 3 years | -1.21 | -11.17 | 11% |
| Returns for 5 years | 53.17 | 46.78 | 114% |
| Returns for 10 years | 67.94 | 35.42 | 192% |
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