FIVUX
Price
$34.71
Change
+$0.08 (+0.23%)
Updated
Dec 26 closing price
MVCAX
Price
$31.02
Change
+$0.04 (+0.13%)
Updated
Dec 26 closing price
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FIVUX vs MVCAX

Header iconFIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAXBanner chart's image
Delaware Opportunity Instl
Price$34.71
Change+$0.08 (+0.23%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$31.02
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
FIVUX vs MVCAX Comparison Chart
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FIVUX vs. MVCAX commentary
Dec 27, 2024

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 pays higher dividends than FIVUX: MVCAX (1.16) vs FIVUX (0.98). FIVUX was incepted earlier than MVCAX: FIVUX (12 years) vs MVCAX (23 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). FIVUX annual gain was more profitable for investors over the last year : 5.47 vs. MVCAX (4.54). MVCAX return over 5 years is better than : 30.29 vs. FIVUX (19.89).
FIVUXMVCAXFIVUX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years23 years-
Gain YTD4.7164.85897%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net AssetsN/A17.3B-
Annual Yield % from dividends0.981.1684%
Returns for 1 year5.474.54120%
Returns for 3 years-3.491.41-247%
Returns for 5 years19.8930.2966%
Returns for 10 years-14.8263.84-23%
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