FIVVX
Price
$36.71
Change
+$0.17 (+0.47%)
Updated
Jul 25 closing price
Net Assets
527.28M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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FIVVX vs MVCAX

Header iconFIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAXBanner chart's image
Macquarie Opportunity R6
Price$36.71
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets527.28M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
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.

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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).
FIVVXMVCAXFIVVX / MVCAX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.871.0087%
Fund Existence12 years24 years-
Gain YTD6.1293.814161%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets527M17.3B3%
Annual Yield % from dividends0.920.87105%
Returns for 1 year1.63-1.70-96%
Returns for 3 years13.3816.5481%
Returns for 5 years60.6254.59111%
Returns for 10 years-5.9367.90-9%
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