FIVUX
Price
$31.81
Change
-$0.15 (-0.47%)
Updated
Apr 25 closing price
Net Assets
489.19M
MVCAX
Price
$28.45
Change
-$0.15 (-0.52%)
Updated
Apr 25 closing price
Net Assets
15.91B
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FIVUX vs MVCAX

Header iconFIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAXBanner chart's image
Macquarie Opportunity Instl
Price$31.81
Change-$0.15 (-0.47%)
VolumeN/A
Net Assets489.19M
MFS Mid Cap Value A
Price$28.45
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets15.91B
FIVUX vs MVCAX Comparison Chart
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FIVUX vs. MVCAX commentary
Apr 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.9B vs. FIVUX (489M). 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 (-7.73) and FIVUX (-8.02) have marching annual gain over last year. MVCAX (60.76) and FIVUX (58.76) have equivalent 5 years return.
FIVUXMVCAXFIVUX / MVCAX
Total Expense Ratio0.860.9987%
Annual Report Gross Expense Ratio0.941.0094%
Fund Existence12 years24 years-
Gain YTD-7.070-7.26997%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets489M15.9B3%
Annual Yield % from dividends1.120.90124%
Returns for 1 year-8.02-7.73104%
Returns for 3 years-5.53-0.66832%
Returns for 5 years58.7660.7697%
Returns for 10 years-20.6646.16-45%
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