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FIVVX vs MVCAX
FIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAX
Macquarie Opportunity R6
Price$36.30
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets526.42M
FIVVX vs MVCAX Comparison Chart in %
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FIVVX vs. MVCAX commentary
Jul 04, 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 (526M). 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 : 4.06 vs. MVCAX (0.71). FIVVX (62.01) and MVCAX (59.79) have equivalent 5 years return.
| 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 | 4.250 | 2.542 | 167% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 17.3B | 3% |
| Annual Yield % from dividends | 0.92 | 0.87 | 105% |
| Returns for 1 year | 4.06 | 0.71 | 573% |
| Returns for 3 years | 14.74 | 18.25 | 81% |
| Returns for 5 years | 62.01 | 59.79 | 104% |
| Returns for 10 years | -9.24 | 63.98 | -14% |
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