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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
Macquarie Opportunity A
Price$32.31
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets522.37M
FIUSX vs MVCAX Comparison Chart
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FIUSX vs. MVCAX commentary
May 14, 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: 17B vs. FIUSX (522M). MVCAX pays higher dividends than FIUSX: MVCAX (0.93) vs FIUSX (0.83). 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 (-7.79) and MVCAX (-8.01) have marching annual gain over last year. MVCAX (71.01) and FIUSX (69.07) 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 | -3.497 | -4.042 | 87% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 17B | 3% |
| Annual Yield % from dividends | 0.83 | 0.93 | 90% |
| Returns for 1 year | -7.79 | -8.01 | 97% |
| Returns for 3 years | -1.61 | 4.54 | -35% |
| Returns for 5 years | 69.07 | 71.01 | 97% |
| Returns for 10 years | -22.92 | 49.80 | -46% |
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