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FIVCX vs MVCAX
FIVCX vs MVCAX Comparison
Open Charts FIVCX vs MVCAX
Macquarie Opportunity C
Price$30.78
Change+$0.22 (+0.72%)
VolumeN/A
Net Assets477.11M
FIVCX vs MVCAX Comparison Chart
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FIVCX vs. MVCAX commentary
Apr 19, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.5B vs. FIVCX (477M). MVCAX pays higher dividends than FIVCX: MVCAX (0.90) 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 (11.00). FIVCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -8.14 vs. FIVCX (-9.60).
| FIVCX | MVCAX | FIVCX / MVCAX | |
| Total Expense Ratio | 1.86 | 0.99 | 188% |
| Annual Report Gross Expense Ratio | 1.94 | 1.00 | 194% |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | -10.026 | -9.648 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 15.5B | 3% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | -9.60 | -8.14 | 118% |
| Returns for 3 years | N/A | -6.94 | - |
| Returns for 5 years | N/A | 54.79 | - |
| Returns for 10 years | 130.91 | 42.27 | 310% |
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