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MCMVX vs VMVIX
MCMVX vs VMVIX Comparison
Open Charts MCMVX vs VMVIX
Monongahela All Cap Value
Price$19.54
Change-$0.35 (-1.76%)
VolumeN/A
Net Assets34.53M
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
MCMVX vs VMVIX Comparison Chart
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MCMVX vs. VMVIX commentary
Jun 16, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. MCMVX (34.5M). VMVIX pays higher dividends than MCMVX: VMVIX (2.19) vs MCMVX (1.05). MCMVX was incepted earlier than VMVIX: MCMVX (12 years) vs VMVIX (19 years). MCMVX (1.77) is less costly to investors than VMVIX (0.19). MCMVX is a more actively managed with annual turnover of: 37.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than MCMVX: VMVIX (3000) vs MCMVX (5000). VMVIX annual gain was more profitable for investors over the last year : 7.21 vs. MCMVX (1.42). VMVIX return over 5 years is better than : 69.17 vs. MCMVX (56.04).
| MCMVX | VMVIX | MCMVX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 1.77 | 0.19 | 932% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | -2.006 | -0.052 | 3,855% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.5M | 29.9B | 0% |
| Annual Yield % from dividends | 1.05 | 2.19 | 48% |
| Returns for 1 year | 1.42 | 7.21 | 20% |
| Returns for 3 years | 22.62 | 24.97 | 91% |
| Returns for 5 years | 56.04 | 69.17 | 81% |
| Returns for 10 years | 90.46 | 78.71 | 115% |
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