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MCMVX vs VMVAX
MCMVX vs VMVAX Comparison
Open Charts MCMVX vs VMVAX
Monongahela All Cap Value
Price$20.90
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets36.94M
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
MCMVX vs VMVAX Comparison Chart in %
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MCMVX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. MCMVX (36.9M). VMVAX pays higher dividends than MCMVX: VMVAX (2.22) vs MCMVX (1.00). MCMVX was incepted earlier than VMVAX: MCMVX (12 years) vs VMVAX (14 years). MCMVX (1.77) is less costly to investors than VMVAX (0.07). MCMVX is a more actively managed with annual turnover of: 23.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than MCMVX: VMVAX (3000) vs MCMVX (5000). VMVAX annual gain was more profitable for investors over the last year : 7.67 vs. MCMVX (5.45). VMVAX return over 5 years is better than : 65.15 vs. MCMVX (53.83).
| MCMVX | VMVAX | MCMVX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 1.77 | 0.07 | 2,529% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.814 | 5.198 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9M | 31B | 0% |
| Annual Yield % from dividends | 1.00 | 2.22 | 45% |
| Returns for 1 year | 5.45 | 7.67 | 71% |
| Returns for 3 years | 17.16 | 17.51 | 98% |
| Returns for 5 years | 53.83 | 65.15 | 83% |
| Returns for 10 years | 108.16 | 87.87 | 123% |
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