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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$20.95
Change+$0.22 (+1.06%)
VolumeN/A
Net Assets36.88M
MCMVX vs MVCAX Comparison Chart in %
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MCMVX vs. MVCAX commentary
Sep 29, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. MCMVX (36.9M). MCMVX pays higher dividends than MVCAX: MCMVX (0.98) vs MVCAX (0.84). MCMVX was incepted earlier than MVCAX: MCMVX (12 years) vs MVCAX (24 years). MCMVX (1.77) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. MCMVX (23.00). MVCAX has a lower initial minimum investment than MCMVX: MVCAX (1000) vs MCMVX (5000). MCMVX annual gain was more profitable for investors over the last year : -0.56 vs. MVCAX (-6.51). MCMVX (58.44) and MVCAX (56.63) have equivalent 5 years return.
| MCMVX | MVCAX | MCMVX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 1.77 | 1.00 | 177% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 5.065 | 4.498 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9M | 17.1B | 0% |
| Annual Yield % from dividends | 0.98 | 0.84 | 117% |
| Returns for 1 year | -0.56 | -6.51 | 9% |
| Returns for 3 years | 38.89 | 27.54 | 141% |
| Returns for 5 years | 58.44 | 56.63 | 103% |
| Returns for 10 years | 134.66 | 84.56 | 159% |
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