Interact to see
Advertisement
Advertisement
MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$20.84
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets36.87M
MCMVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MCMVX vs. MVCAX commentary
Jul 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. MCMVX (36.9M). MCMVX pays higher dividends than MVCAX: MCMVX (1.02) vs MVCAX (0.87). 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). MCMVX is a more actively managed with annual turnover of: 37.00 vs. MVCAX (27.00). 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 : 9.01 vs. MVCAX (1.09). MCMVX return over 5 years is better than : 64.34 vs. MVCAX (60.39).
| 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 | 4.514 | 2.934 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9M | 17.3B | 0% |
| Annual Yield % from dividends | 1.02 | 0.87 | 116% |
| Returns for 1 year | 9.01 | 1.09 | 825% |
| Returns for 3 years | 30.16 | 18.70 | 161% |
| Returns for 5 years | 64.34 | 60.39 | 107% |
| Returns for 10 years | 105.77 | 64.61 | 164% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BTA | 9.26 | 0.07 | +0.76% |
| Blackrock Long-Term Municipal Advantage Trust | |||
| TDIV | 92.32 | 0.70 | +0.76% |
| First Trust NASDAQ Technology Div ETF | |||
| JIVE | 69.81 | 0.25 | +0.37% |
| JPMorgan International Value ETF | |||
| NUMI | 24.37 | N/A | N/A |
| Nuveen Municipal Income ETF | |||
| UST | 42.63 | -0.34 | -0.79% |
| ProShares Ultra 7-10 Year Treasury | |||