FIVCX
Price
$35.70
Change
+$0.23 (+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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FIVCX vs MVCAX

Header iconFIVCX vs MVCAX Comparison
Open Charts FIVCX vs MVCAXBanner chart's image
Macquarie Opportunity C
Price$35.70
Change+$0.23 (+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
FIVCX vs MVCAX Comparison Chart in %
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FIVCX vs. MVCAX commentary
Jul 06, 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 FIVCX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIVCX (530M). MVCAX pays higher dividends than FIVCX: MVCAX (0.87) vs FIVCX (0.00). FIVCX was incepted earlier than MVCAX: FIVCX (2 years) vs MVCAX (24 years). FIVCX (1.94) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. FIVCX (17.00). FIVCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FIVCX annual gain was more profitable for investors over the last year : 3.51 vs. MVCAX (1.09).
FIVCXMVCAXFIVCX / MVCAX
Total Expense Ratio1.860.99188%
Annual Report Gross Expense Ratio1.941.00194%
Fund Existence2 years24 years-
Gain YTD4.3552.934148%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets530M17.3B3%
Annual Yield % from dividends0.000.87-
Returns for 1 year3.511.09321%
Returns for 3 yearsN/A18.70-
Returns for 5 yearsN/A60.39-
Returns for 10 years172.1064.61266%
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