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FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
Macquarie Opportunity Instl
Price$34.37
Change+$0.39 (+1.15%)
VolumeN/A
Net Assets514.39M
FIVUX vs MVCAX Comparison Chart
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FIVUX vs. MVCAX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. FIVUX (514M). FIVUX pays higher dividends than MVCAX: FIVUX (1.08) vs MVCAX (0.89). 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 : -1.12 vs. MVCAX (-5.05). FIVUX (40.88) and MVCAX (40.08) have equivalent 5 years return.
| 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 | 0.409 | -2.151 | -19% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 16.7B | 3% |
| Annual Yield % from dividends | 1.08 | 0.89 | 121% |
| Returns for 1 year | -1.12 | -5.05 | 22% |
| Returns for 3 years | -2.47 | 0.85 | -289% |
| Returns for 5 years | 40.88 | 40.08 | 102% |
| Returns for 10 years | -14.75 | 55.19 | -27% |
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