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FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
Macquarie Opportunity Instl
Price$33.96
Change-$0.76 (-2.19%)
VolumeN/A
Net AssetsN/A
FIVUX vs MVCAX Comparison Chart
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FIVUX vs. MVCAX commentary
Feb 23, 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 pays higher dividends than FIVUX: MVCAX (1.16) vs FIVUX (0.98). FIVUX was incepted earlier than MVCAX: FIVUX (12 years) vs MVCAX (24 years). MVCAX is a more actively managed with annual turnover of: 19.00 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 : 1.20 vs. FIVUX (-0.17). MVCAX return over 5 years is better than : 28.23 vs. FIVUX (19.58).
| FIVUX | MVCAX | FIVUX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -0.789 | 0.391 | -202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 17.4B | - |
| Annual Yield % from dividends | 0.98 | 1.16 | 84% |
| Returns for 1 year | -0.17 | 1.20 | -14% |
| Returns for 3 years | -2.16 | 3.99 | -54% |
| Returns for 5 years | 19.58 | 28.23 | 69% |
| Returns for 10 years | -14.49 | 60.23 | -24% |
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