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MCMVX vs VMVAX
MCMVX vs VMVAX Comparison
Open Charts MCMVX vs VMVAX
Monongahela All Cap Value
Price$18.93
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets33.68M
Vanguard Mid-Cap Value Index Admiral
Price$81.70
Change-$0.52 (-0.63%)
VolumeN/A
Net Assets30.85B
MCMVX vs VMVAX Comparison Chart
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MCMVX vs. VMVAX commentary
Mar 13, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. MCMVX (33.7M). VMVAX pays higher dividends than MCMVX: VMVAX (2.06) vs MCMVX (1.03). MCMVX was incepted earlier than VMVAX: MCMVX (12 years) vs VMVAX (13 years). MCMVX (1.77) is less costly to investors than VMVAX (0.07). MCMVX is a more actively managed with annual turnover of: 37.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than MCMVX: VMVAX (3000) vs MCMVX (5000). VMVAX annual gain was more profitable for investors over the last year : 6.00 vs. MCMVX (0.74). VMVAX return over 5 years is better than : 97.82 vs. MCMVX (88.50).
| MCMVX | VMVAX | MCMVX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 1.77 | 0.07 | 2,529% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -4.112 | -0.609 | 676% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 30.8B | 0% |
| Annual Yield % from dividends | 1.03 | 2.06 | 50% |
| Returns for 1 year | 0.74 | 6.00 | 12% |
| Returns for 3 years | 11.24 | 13.86 | 81% |
| Returns for 5 years | 88.50 | 97.82 | 90% |
| Returns for 10 years | 86.68 | 82.07 | 106% |
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