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MCMVX vs VEVYX
MCMVX vs VEVYX Comparison
Open Charts MCMVX vs VEVYX
Monongahela All Cap Value
Price$18.63
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets32.91M
Victory Sycamore Established Value Y
Price$44.17
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets17.09B
MCMVX vs VEVYX Comparison Chart
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MCMVX vs. VEVYX 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. MCMVX (32.9M). VEVYX (1.15) and MCMVX (1.12) 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 : -5.06 vs. VEVYX (-9.70). MCMVX return over 5 years is better than : 56.34 vs. VEVYX (46.70).
| 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 | -6.570 | -3.675 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 17.1B | 0% |
| Annual Yield % from dividends | 1.12 | 1.15 | 97% |
| Returns for 1 year | -5.06 | -9.70 | 52% |
| Returns for 3 years | 11.81 | -1.31 | -902% |
| Returns for 5 years | 56.34 | 46.70 | 121% |
| Returns for 10 years | 82.52 | 41.52 | 199% |
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