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FIVVX vs MVCAX
FIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAX
Macquarie Opportunity R6
Price$31.58
Change-$1.93 (-5.76%)
VolumeN/A
Net Assets518.65M
FIVVX vs MVCAX Comparison Chart
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FIVVX vs. MVCAX commentary
Apr 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FIVVX (519M). 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 annual gain was more profitable for investors over the last year : -4.59 vs. FIVVX (-7.20). MVCAX (96.65) and FIVVX (93.43) 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 | -3.122 | -1.369 | 228% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 16.9B | 3% |
| Annual Yield % from dividends | 0.98 | 0.90 | 109% |
| Returns for 1 year | -7.20 | -4.59 | 157% |
| Returns for 3 years | -6.76 | 0.73 | -924% |
| Returns for 5 years | 93.43 | 96.65 | 97% |
| Returns for 10 years | -16.73 | 55.23 | -30% |
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