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MCMVX vs VMVIX
MCMVX vs VMVIX Comparison
Open Charts MCMVX vs VMVIX
Monongahela All Cap Value
Price$18.93
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets33.68M
Vanguard Mid-Cap Value Index Investor
Price$62.09
Change-$0.39 (-0.62%)
VolumeN/A
Net Assets30.85B
MCMVX vs VMVIX Comparison Chart
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MCMVX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. MCMVX (33.7M). VMVIX pays higher dividends than MCMVX: VMVIX (1.94) vs MCMVX (1.03). MCMVX was incepted earlier than VMVIX: MCMVX (12 years) vs VMVIX (19 years). MCMVX (1.77) is less costly to investors than VMVIX (0.19). MCMVX is a more actively managed with annual turnover of: 37.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than MCMVX: VMVIX (3000) vs MCMVX (5000). VMVIX annual gain was more profitable for investors over the last year : 5.99 vs. MCMVX (0.74). VMVIX return over 5 years is better than : 97.68 vs. MCMVX (88.50).
| MCMVX | VMVIX | MCMVX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 1.77 | 0.19 | 932% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | -4.112 | -0.628 | 655% |
| 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 | 1.94 | 53% |
| Returns for 1 year | 0.74 | 5.99 | 12% |
| Returns for 3 years | 11.24 | 13.82 | 81% |
| Returns for 5 years | 88.50 | 97.68 | 91% |
| Returns for 10 years | 86.68 | 81.89 | 106% |
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