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FIVCX vs VMVAX
FIVCX vs VMVAX Comparison
Open Charts FIVCX vs VMVAX
Macquarie Opportunity C
Price$33.97
Change+$1.05 (+3.19%)
VolumeN/A
Net Assets506.38M
Vanguard Mid-Cap Value Index Admiral
Price$84.00
Change+$1.55 (+1.88%)
VolumeN/A
Net Assets29.07B
FIVCX vs VMVAX Comparison Chart
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FIVCX vs. VMVAX commentary
May 13, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. FIVCX (506M). VMVAX pays higher dividends than FIVCX: VMVAX (2.40) vs FIVCX (0.00). FIVCX was incepted earlier than VMVAX: FIVCX (2 years) vs VMVAX (14 years). FIVCX (1.94) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. FIVCX (17.00). FIVCX has a lower initial minimum investment than VMVAX: FIVCX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 3.40 vs. FIVCX (-7.94).
| FIVCX | VMVAX | FIVCX / VMVAX | |
| Total Expense Ratio | 1.86 | 0.07 | 2,657% |
| Annual Report Gross Expense Ratio | 1.94 | 0.07 | 2,771% |
| Fund Existence | 2 years | 14 years | - |
| Gain YTD | -3.771 | -1.539 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 506M | 29.1B | 2% |
| Annual Yield % from dividends | 0.00 | 2.40 | - |
| Returns for 1 year | -7.94 | 3.40 | -234% |
| Returns for 3 years | N/A | 14.07 | - |
| Returns for 5 years | N/A | 89.98 | - |
| Returns for 10 years | 150.34 | 74.12 | 203% |
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