FIVVX
Price
$34.73
Change
+$0.39 (+1.14%)
Updated
Jun 6 closing price
Net Assets
514.39M
MVCAX
Price
$30.34
Change
+$0.32 (+1.07%)
Updated
Jun 6 closing price
Net Assets
16.67B
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FIVVX vs MVCAX

Header iconFIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAXBanner chart's image
Macquarie Opportunity R6
Price$34.73
Change+$0.39 (+1.14%)
VolumeN/A
Net Assets514.39M
MFS Mid Cap Value A
Price$30.34
Change+$0.32 (+1.07%)
VolumeN/A
Net Assets16.67B
FIVVX vs MVCAX Comparison Chart
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FIVVX 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 FIVVX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. FIVVX (514M). FIVVX pays higher dividends than MVCAX: FIVVX (0.95) vs MVCAX (0.89). FIVVX was incepted earlier than MVCAX: FIVVX (12 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FIVVX (0.87). MVCAX is a more actively managed with annual turnover of: 27.00 vs. FIVVX (17.00). FIVVX has a lower initial minimum investment than MVCAX: FIVVX (0) vs MVCAX (1000). FIVVX annual gain was more profitable for investors over the last year : -0.97 vs. MVCAX (-5.05). FIVVX return over 5 years is better than : 42.27 vs. MVCAX (40.08).
FIVVXMVCAXFIVVX / MVCAX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.871.0087%
Fund Existence12 years24 years-
Gain YTD0.405-2.151-19%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets514M16.7B3%
Annual Yield % from dividends0.950.89106%
Returns for 1 year-0.97-5.0519%
Returns for 3 years-2.840.85-333%
Returns for 5 years42.2740.08105%
Returns for 10 years-13.8055.19-25%
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