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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
Delaware Opportunity A
Price$31.93
Change-$1.07 (-3.24%)
VolumeN/A
CapitalizationN/A
FIUSX vs MVCAX Comparison Chart
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FIUSX vs. MVCAX commentary
Dec 19, 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 Hold and MVCAX is a Hold.
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 : 7.20 vs. FIUSX (6.59). MVCAX return over 5 years is better than : 32.46 vs. FIUSX (18.50).
| 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 | 4.596 | 5.872 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 17.5B | - |
| Annual Yield % from dividends | 0.73 | 1.16 | 63% |
| Returns for 1 year | 6.59 | 7.20 | 91% |
| Returns for 3 years | -0.65 | 5.74 | -11% |
| Returns for 5 years | 18.50 | 32.46 | 57% |
| Returns for 10 years | -17.55 | 68.25 | -26% |
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