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MCMVX vs VMVIX
MCMVX vs VMVIX Comparison
Open Charts MCMVX vs VMVIX
Monongahela All Cap Value
Price$17.65
Change+$0.17 (+0.97%)
VolumeN/A
Net Assets30.86M
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
MCMVX vs VMVIX Comparison Chart
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MCMVX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. MCMVX (30.9M). VMVIX pays higher dividends than MCMVX: VMVIX (2.20) vs MCMVX (1.08). 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 : 3.43 vs. MCMVX (-7.27). VMVIX return over 5 years is better than : 71.78 vs. MCMVX (53.17).
| 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 | -12.337 | -6.305 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 29.9B | 0% |
| Annual Yield % from dividends | 1.08 | 2.20 | 49% |
| Returns for 1 year | -7.27 | 3.43 | -212% |
| Returns for 3 years | -1.21 | 2.19 | -56% |
| Returns for 5 years | 53.17 | 71.78 | 74% |
| Returns for 10 years | 67.94 | 67.16 | 101% |
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