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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$20.90
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets36.94M
MCMVX vs MVCAX Comparison Chart in %
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MCMVX vs. MVCAX commentary
Aug 19, 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 StrongBuy 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 (1.00) vs MVCAX (0.86). 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 : 5.45 vs. MVCAX (-3.52). MCMVX return over 5 years is better than : 53.83 vs. MVCAX (47.65).
| 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 | 4.814 | 3.325 | 145% |
| 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 | 1.00 | 0.86 | 115% |
| Returns for 1 year | 5.45 | -3.52 | -155% |
| Returns for 3 years | 17.16 | 6.81 | 252% |
| Returns for 5 years | 53.83 | 47.65 | 113% |
| Returns for 10 years | 108.16 | 63.09 | 171% |
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