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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
Delaware Opportunity A
Price$37.55
Change-$0.16 (-0.42%)
VolumeN/A
CapitalizationN/A
FIUSX vs MVCAX Comparison Chart
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FIUSX vs. MVCAX commentary
Nov 18, 2024
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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. FIUSX (512M). 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. FIUSX (28.06) and MVCAX (26.84) have marching annual gain over last year. MVCAX return over 5 years is better than : 49.25 vs. FIUSX (-2.62).
| FIUSX | MVCAX | FIUSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 18.119 | 17.801 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 17.9B | 3% |
| Annual Yield % from dividends | 0.73 | 1.16 | 63% |
| Returns for 1 year | 28.06 | 26.84 | 105% |
| Returns for 3 years | 3.47 | 8.55 | 41% |
| Returns for 5 years | -2.62 | 49.25 | -5% |
| Returns for 10 years | -6.63 | 78.64 | -8% |
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