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MCMVX vs MVCAX
MCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAX
Monongahela All Cap Value
Price$21.11
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets39.88M
MCMVX vs MVCAX Comparison Chart in %
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MCMVX vs. MVCAX commentary
Dec 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. MCMVX (39.9M). MCMVX pays higher dividends than MVCAX: MCMVX (0.94) vs MVCAX (0.83). 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 : 4.11 vs. MVCAX (-1.74). MCMVX return over 5 years is better than : 33.71 vs. MVCAX (23.93).
| 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 | 5.868 | -0.652 | -900% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 16.8B | 0% |
| Annual Yield % from dividends | 0.94 | 0.83 | 113% |
| Returns for 1 year | 4.11 | -1.74 | -236% |
| Returns for 3 years | 29.37 | 13.98 | 210% |
| Returns for 5 years | 33.71 | 23.93 | 141% |
| Returns for 10 years | 116.29 | 72.86 | 160% |
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