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FIVVX vs MVCAX
FIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAX
Macquarie Opportunity R6
Price$36.61
Change-$0.19 (-0.52%)
VolumeN/A
Net Assets522.6M
FIVVX vs MVCAX Comparison Chart in %
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FIVVX vs. MVCAX commentary
Aug 17, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. FIVVX (523M). FIVVX (0.90) and MVCAX (0.86) have matching dividends . 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 : -0.31 vs. MVCAX (-3.52). FIVVX return over 5 years is better than : 50.88 vs. MVCAX (47.65).
| FIVVX | MVCAX | FIVVX / MVCAX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.87 | 1.00 | 87% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 5.840 | 3.325 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 17.1B | 3% |
| Annual Yield % from dividends | 0.90 | 0.86 | 105% |
| Returns for 1 year | -0.31 | -3.52 | 9% |
| Returns for 3 years | 3.70 | 6.81 | 54% |
| Returns for 5 years | 50.88 | 47.65 | 107% |
| Returns for 10 years | -7.13 | 63.09 | -11% |
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