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FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
Macquarie Opportunity Instl
Price$37.32
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets509.7M
FIVUX vs MVCAX Comparison Chart in %
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FIVUX vs. MVCAX commentary
Nov 20, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. FIVUX (510M). FIVUX pays higher dividends than MVCAX: FIVUX (0.98) vs MVCAX (0.85). FIVUX was incepted earlier than MVCAX: FIVUX (13 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 : -5.05 vs. MVCAX (-10.73). FIVUX return over 5 years is better than : 36.94 vs. MVCAX (32.26).
| FIVUX | MVCAX | FIVUX / MVCAX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 9.027 | 1.597 | 565% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 16.4B | 3% |
| Annual Yield % from dividends | 0.98 | 0.85 | 115% |
| Returns for 1 year | -5.05 | -10.73 | 47% |
| Returns for 3 years | 11.74 | 9.47 | 124% |
| Returns for 5 years | 36.94 | 32.26 | 115% |
| Returns for 10 years | -1.35 | 65.95 | -2% |
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