FIUSX
Price
$33.46
Change
+$0.07 (+0.21%)
Updated
Jan 17 closing price
Net Assets
N/A
MVCAX
Price
$31.59
Change
+$0.12 (+0.38%)
Updated
Jan 17 closing price
Net Assets
17.56B
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FIUSX vs MVCAX

Header iconFIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAXBanner chart's image
Macquarie Opportunity A
Price$33.46
Change+$0.07 (+0.21%)
VolumeN/A
Net AssetsN/A
MFS Mid Cap Value A
Price$31.59
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.56B
FIUSX vs MVCAX Comparison Chart
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FIUSX vs. MVCAX commentary
Jan 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 FIUSX is a Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX pays higher dividends than FIUSX: MVCAX (1.16) vs FIUSX (0.73). FIUSX was incepted earlier than MVCAX: FIUSX (32 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. FIUSX (11.00). FIUSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 9.50 vs. FIUSX (8.34). MVCAX return over 5 years is better than : 30.79 vs. FIUSX (18.33).
FIUSXMVCAXFIUSX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years23 years-
Gain YTD3.5592.966120%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net AssetsN/A17.6B-
Annual Yield % from dividends0.731.1663%
Returns for 1 year8.349.5088%
Returns for 3 years-3.392.65-128%
Returns for 5 years18.3330.7960%
Returns for 10 years-8.4974.34-11%
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