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FIVVX vs MVCAX
FIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAX
Macquarie Opportunity R6
Price$36.71
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets527.28M
FIVVX vs MVCAX Comparison Chart in %
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FIVVX vs. MVCAX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIVVX (527M). FIVVX pays higher dividends than MVCAX: FIVVX (0.92) vs MVCAX (0.87). 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 : 1.63 vs. MVCAX (-1.70). FIVVX return over 5 years is better than : 60.62 vs. MVCAX (54.59).
| 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 | 6.129 | 3.814 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 17.3B | 3% |
| Annual Yield % from dividends | 0.92 | 0.87 | 105% |
| Returns for 1 year | 1.63 | -1.70 | -96% |
| Returns for 3 years | 13.38 | 16.54 | 81% |
| Returns for 5 years | 60.62 | 54.59 | 111% |
| Returns for 10 years | -5.93 | 67.90 | -9% |
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