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MCMVX vs VMVIX
MCMVX vs VMVIX Comparison
Open Charts MCMVX vs VMVIX
Monongahela All Cap Value
Price$19.73
Change+$0.19 (+0.97%)
VolumeN/A
Net Assets34.48M
Vanguard Mid-Cap Value Index Investor
Price$64.00
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets29.95B
MCMVX vs VMVIX Comparison Chart
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MCMVX vs. VMVIX commentary
Jun 07, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. MCMVX (34.5M). VMVIX pays higher dividends than MCMVX: VMVIX (2.19) vs MCMVX (1.05). 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 (19.00). 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 : 6.49 vs. MCMVX (2.67). VMVIX return over 5 years is better than : 56.29 vs. MCMVX (47.14).
| 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 | -1.053 | -0.178 | 593% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.5M | 29.9B | 0% |
| Annual Yield % from dividends | 1.05 | 2.19 | 48% |
| Returns for 1 year | 2.67 | 6.49 | 41% |
| Returns for 3 years | 13.28 | 11.21 | 118% |
| Returns for 5 years | 47.14 | 56.29 | 84% |
| Returns for 10 years | 93.30 | 79.72 | 117% |
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