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FIVVX vs MVCAX
FIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAX
Macquarie Opportunity R6
Price$32.30
Change+$0.58 (+1.83%)
VolumeN/A
Net Assets477.11M
FIVVX vs MVCAX Comparison Chart
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FIVVX vs. MVCAX commentary
Apr 25, 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: 15.8B vs. FIVVX (477M). FIVVX pays higher dividends than MVCAX: FIVVX (0.98) vs MVCAX (0.90). 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 (11.00). FIVVX has a lower initial minimum investment than MVCAX: FIVVX (0) vs MVCAX (1000). MVCAX (-8.95) and FIVVX (-9.30) have marching annual gain over last year. MVCAX (59.24) and FIVVX (58.24) 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 | -8.297 | -8.149 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 15.8B | 3% |
| Annual Yield % from dividends | 0.98 | 0.90 | 109% |
| Returns for 1 year | -9.30 | -8.95 | 104% |
| Returns for 3 years | -9.43 | -4.00 | 235% |
| Returns for 5 years | 58.24 | 59.24 | 98% |
| Returns for 10 years | -20.82 | 45.33 | -46% |
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