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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
Macquarie Opportunity A
Price$32.07
Change-$0.41 (-1.26%)
VolumeN/A
Net Assets513.8M
FIUSX vs MVCAX Comparison Chart
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FIUSX vs. MVCAX commentary
Jun 15, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. FIUSX (514M). MVCAX pays higher dividends than FIUSX: MVCAX (0.89) vs FIUSX (0.79). 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 : -2.70 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. FIUSX (48.63).
| 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 | -0.743 | -2.086 | 36% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 16.6B | 3% |
| Annual Yield % from dividends | 0.79 | 0.89 | 89% |
| Returns for 1 year | -2.70 | -4.53 | 59% |
| Returns for 3 years | 6.91 | 13.00 | 53% |
| Returns for 5 years | 48.63 | 51.98 | 94% |
| Returns for 10 years | -21.02 | 53.51 | -39% |
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