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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
Macquarie Opportunity A
Price$29.44
Change+$2.20 (+8.08%)
VolumeN/A
Net Assets450.5M
FIUSX vs MVCAX Comparison Chart
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FIUSX vs. MVCAX commentary
Apr 11, 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: 15.8B vs. FIUSX (451M). MVCAX pays higher dividends than FIUSX: MVCAX (0.90) vs FIUSX (0.82). 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 (11.00). FIUSX (6%) and MVCAX (6%) have equivalent initial investment costs. FIUSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -17.72 vs. FIUSX (-20.00). MVCAX return over 5 years is better than : 43.61 vs. FIUSX (35.80).
| 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 | -15.692 | -14.733 | 107% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 15.8B | 3% |
| Annual Yield % from dividends | 0.82 | 0.90 | 91% |
| Returns for 1 year | -20.00 | -17.72 | 113% |
| Returns for 3 years | -18.62 | -12.26 | 152% |
| Returns for 5 years | 35.80 | 43.61 | 82% |
| Returns for 10 years | -32.41 | 33.68 | -96% |
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