FIUSX
Price
$33.85
Change
+$0.22 (+0.65%)
Updated
Jul 3 closing price
Net Assets
529.72M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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FIUSX vs MVCAX

Header iconFIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAXBanner chart's image
Macquarie Opportunity A
Price$33.85
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets529.72M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
FIUSX vs MVCAX Comparison Chart in %
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FIUSX vs. MVCAX commentary
Jul 05, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIUSX (530M). MVCAX pays higher dividends than FIUSX: MVCAX (0.87) vs FIUSX (0.77). 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 : 3.70 vs. MVCAX (1.09). MVCAX (60.39) and FIUSX (57.80) have equivalent 5 years return.
FIUSXMVCAXFIUSX / MVCAX
Total Expense Ratio1.110.99112%
Annual Report Gross Expense Ratio1.191.00119%
Fund Existence33 years24 years-
Gain YTD4.7662.934162%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets530M17.3B3%
Annual Yield % from dividends0.770.8788%
Returns for 1 year3.701.09339%
Returns for 3 years13.9318.7074%
Returns for 5 years57.8060.3996%
Returns for 10 years-14.5264.61-22%
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