FIVUX
Price
$35.86
Change
-$0.03 (-0.08%)
Updated
Aug 6 closing price
Net Assets
517.08M
MVCAX
Price
$31.19
Change
-$0.04 (-0.13%)
Updated
Aug 6 closing price
Net Assets
16.88B
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FIVUX vs MVCAX

Header iconFIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAXBanner chart's image
Macquarie Opportunity Instl
Price$35.86
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets517.08M
MFS Mid Cap Value A
Price$31.19
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets16.88B
FIVUX vs MVCAX Comparison Chart in %
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FIVUX vs. MVCAX commentary
Aug 08, 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 FIVUX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FIVUX (517M). FIVUX pays higher dividends than MVCAX: FIVUX (1.03) vs MVCAX (0.86). FIVUX was incepted earlier than MVCAX: FIVUX (12 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FIVUX (0.94). MVCAX is a more actively managed with annual turnover of: 27.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than MVCAX: FIVUX (0) vs MVCAX (1000). FIVUX annual gain was more profitable for investors over the last year : 2.84 vs. MVCAX (-1.59). FIVUX return over 5 years is better than : 50.13 vs. MVCAX (46.66).
FIVUXMVCAXFIVUX / MVCAX
Total Expense Ratio0.860.9987%
Annual Report Gross Expense Ratio0.941.0094%
Fund Existence12 years24 years-
Gain YTD4.7621.662286%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets517M16.9B3%
Annual Yield % from dividends1.030.86119%
Returns for 1 year2.84-1.59-178%
Returns for 3 years9.1310.7685%
Returns for 5 years50.1346.66107%
Returns for 10 years-8.0063.45-13%
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