Interact to see
Advertisement
Advertisement
FIVVX vs MVCAX
FIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAX
Macquarie Opportunity R6
Price$37.61
Change+$0.42 (+1.13%)
VolumeN/A
Net Assets526.6M
FIVVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVVX vs. MVCAX commentary
Sep 06, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIVVX (527M). FIVVX (0.87) and MVCAX (0.84) 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 : 1.78 vs. MVCAX (-2.57). FIVVX return over 5 years is better than : 55.69 vs. MVCAX (52.00).
| 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 | 8.731 | 5.508 | 158% |
| 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 | 0.87 | 0.84 | 105% |
| Returns for 1 year | 1.78 | -2.57 | -69% |
| Returns for 3 years | 16.23 | 18.36 | 88% |
| Returns for 5 years | 55.69 | 52.00 | 107% |
| Returns for 10 years | -0.21 | 75.57 | -0% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VFL | 9.95 | 0.26 | +2.68% |
| abrdn National Municipal Income Fund | |||
| XHYD | 38.45 | 0.18 | +0.46% |
| BondBloxx US HY Cnsmr N-Cyclcls Sctr ETF | |||
| LIAQ | 221.60 | N/A | N/A |
| LifeX 2058 Infl-Prt Longevity Inc ETF | |||
| FELG | 39.28 | -0.08 | -0.20% |
| Fidelity Enhanced Large Cap Growth ETF | |||
| GGUS | 60.67 | -0.12 | -0.20% |
| Goldman Sachs MktBt Russell LgCpGrEqETF | |||