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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
Macquarie Opportunity A
Price$34.13
Change-$0.18 (-0.52%)
VolumeN/A
Net Assets522.6M
FIUSX vs MVCAX Comparison Chart in %
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FIUSX vs. MVCAX commentary
Aug 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 FIUSX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. FIUSX (523M). MVCAX pays higher dividends than FIUSX: MVCAX (0.86) vs FIUSX (0.76). FIUSX was incepted earlier than MVCAX: FIUSX (33 years) vs MVCAX (24 years). FIUSX (1.19) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. FIUSX (17.00). FIUSX (6%) and MVCAX (6%) have equivalent initial investment costs. FIUSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FIUSX annual gain was more profitable for investors over the last year : -1.32 vs. MVCAX (-3.52). MVCAX (47.65) and FIUSX (46.05) have equivalent 5 years return.
| FIUSX | MVCAX | FIUSX / MVCAX | |
| Total Expense Ratio | 1.11 | 0.99 | 112% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 5.633 | 3.325 | 169% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 17.2B | 3% |
| Annual Yield % from dividends | 0.76 | 0.86 | 88% |
| Returns for 1 year | -1.32 | -3.52 | 38% |
| Returns for 3 years | 2.33 | 6.81 | 34% |
| Returns for 5 years | 46.05 | 47.65 | 97% |
| Returns for 10 years | -13.08 | 63.09 | -21% |
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