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MCMVX vs VMVIX
MCMVX vs VMVIX Comparison
Open Charts MCMVX vs VMVIX
Monongahela All Cap Value
Price$18.63
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets32.91M
Vanguard Mid-Cap Value Index Investor
Price$62.67
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets29.07B
MCMVX vs VMVIX Comparison Chart
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MCMVX vs. VMVIX commentary
May 12, 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: 29.1B vs. MCMVX (32.9M). VMVIX pays higher dividends than MCMVX: VMVIX (2.27) vs MCMVX (1.12). 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 : 3.64 vs. MCMVX (-5.06). VMVIX return over 5 years is better than : 76.59 vs. MCMVX (56.34).
| 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 | -6.570 | -1.545 | 425% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 29.1B | 0% |
| Annual Yield % from dividends | 1.12 | 2.27 | 49% |
| Returns for 1 year | -5.06 | 3.64 | -139% |
| Returns for 3 years | 11.81 | 15.70 | 75% |
| Returns for 5 years | 56.34 | 76.59 | 74% |
| Returns for 10 years | 82.52 | 75.80 | 109% |
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