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FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
Macquarie Opportunity Instl
Price$33.16
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets512.05M
FIVUX vs MVCAX Comparison Chart
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FIVUX vs. MVCAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FIVUX (512M). FIVUX pays higher dividends than MVCAX: FIVUX (1.12) vs MVCAX (0.90). 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 (11.00). FIVUX has a lower initial minimum investment than MVCAX: FIVUX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -4.35 vs. FIVUX (-8.12). MVCAX return over 5 years is better than : 96.65 vs. FIVUX (88.96).
| FIVUX | MVCAX | FIVUX / MVCAX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -4.411 | -1.369 | 322% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 16.8B | 3% |
| Annual Yield % from dividends | 1.12 | 0.90 | 124% |
| Returns for 1 year | -8.12 | -4.35 | 187% |
| Returns for 3 years | -8.10 | 0.31 | -2,638% |
| Returns for 5 years | 88.96 | 96.65 | 92% |
| Returns for 10 years | -18.29 | 56.43 | -32% |
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