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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$22.11
Change+$0.86 (+4.05%)
VolumeN/A
Net Assets42.16M
MCMVX vs MVCAX Comparison Chart in %
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MCMVX vs. MVCAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. MCMVX (42.2M). MVCAX pays higher dividends than MCMVX: MVCAX (1.20) vs MCMVX (1.12). MCMVX was incepted earlier than MVCAX: MCMVX (13 years) vs MVCAX (24 years). MCMVX (1.70) is less costly to investors than MVCAX (1.00). MVCAX (24.00) and MCMVX (23.00) have comparable annual turnover. 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 : 9.24 vs. MVCAX (1.90). MCMVX return over 5 years is better than : 32.31 vs. MVCAX (23.95).
| MCMVX | MVCAX | MCMVX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 1.70 | 1.00 | 170% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 7.591 | 4.789 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.2M | 17.1B | 0% |
| Annual Yield % from dividends | 1.12 | 1.20 | 93% |
| Returns for 1 year | 9.24 | 1.90 | 487% |
| Returns for 3 years | 28.67 | 11.13 | 258% |
| Returns for 5 years | 32.31 | 23.95 | 135% |
| Returns for 10 years | 149.24 | 99.09 | 151% |
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