FIVUX
Price
$37.18
Change
-$0.00 (-0.00%)
Updated
Aug 28 closing price
Net Assets
526.77M
MVCAX
Price
$32.34
Change
-$0.05 (-0.15%)
Updated
Aug 28 closing price
Net Assets
17.32B
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FIVUX vs MVCAX

Header iconFIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAXBanner chart's image
Macquarie Opportunity Instl
Price$37.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets526.77M
MFS Mid Cap Value A
Price$32.34
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets17.32B
FIVUX vs MVCAX Comparison Chart in %
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FIVUX vs. MVCAX commentary
Aug 29, 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 StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIVUX (527M). 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 : -0.20 vs. MVCAX (-3.51). FIVUX (52.70) and MVCAX (50.80) have equivalent 5 years return.
FIVUXMVCAXFIVUX / MVCAX
Total Expense Ratio0.860.9987%
Annual Report Gross Expense Ratio0.941.0094%
Fund Existence12 years24 years-
Gain YTD8.6185.574155%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets527M17.3B3%
Annual Yield % from dividends1.030.86119%
Returns for 1 year-0.20-3.516%
Returns for 3 years12.4714.9883%
Returns for 5 years52.7050.80104%
Returns for 10 years-1.1575.50-2%
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