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MCMVX vs VMVAX
MCMVX vs VMVAX Comparison
Open Charts MCMVX vs VMVAX
Monongahela All Cap Value
Price$20.48
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets35.54M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
MCMVX vs VMVAX Comparison Chart
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MCMVX vs. VMVAX commentary
Jan 19, 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: 30.1B vs. MCMVX (35.5M). VMVAX pays higher dividends than MCMVX: VMVAX (2.14) vs MCMVX (1.48). MCMVX was incepted earlier than VMVAX: MCMVX (12 years) vs VMVAX (13 years). MCMVX is a more actively managed with annual turnover of: 27.00 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 : 17.93 vs. MCMVX (14.92). MCMVX return over 5 years is better than : 44.20 vs. VMVAX (38.32).
| MCMVX | VMVAX | MCMVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 2.708 | 2.745 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.5M | 30.1B | 0% |
| Annual Yield % from dividends | 1.48 | 2.14 | 69% |
| Returns for 1 year | 14.92 | 17.93 | 83% |
| Returns for 3 years | 14.87 | 11.64 | 128% |
| Returns for 5 years | 44.20 | 38.32 | 115% |
| Returns for 10 years | 106.50 | 93.65 | 114% |
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