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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$21.17
Change-$0.39 (-1.81%)
VolumeN/A
Net Assets37.52M
MCMVX vs MVCAX Comparison Chart in %
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MCMVX vs. MVCAX commentary
Nov 14, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. MCMVX (37.5M). MCMVX pays higher dividends than MVCAX: MCMVX (0.96) vs MVCAX (0.85). MCMVX was incepted earlier than MVCAX: MCMVX (12 years) vs MVCAX (24 years). MCMVX (1.70) 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 : -0.40 vs. MVCAX (-10.09). MCMVX return over 5 years is better than : 41.79 vs. MVCAX (36.60).
| MCMVX | MVCAX | MCMVX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 1.70 | 1.00 | 170% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 6.169 | 3.814 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5M | 16.8B | 0% |
| Annual Yield % from dividends | 0.96 | 0.85 | 113% |
| Returns for 1 year | -0.40 | -10.09 | 4% |
| Returns for 3 years | 24.70 | 12.47 | 198% |
| Returns for 5 years | 41.79 | 36.60 | 114% |
| Returns for 10 years | 120.27 | 72.05 | 167% |
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