FIVVX
Price
$37.74
Change
-$0.06 (-0.16%)
Updated
Nov 19 closing price
Net Assets
509.7M
MVCAX
Price
$31.17
Change
-$0.07 (-0.22%)
Updated
Nov 19 closing price
Net Assets
16.44B
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FIVVX vs MVCAX

Header iconFIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAXBanner chart's image
Macquarie Opportunity R6
Price$37.74
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets509.7M
MFS Mid Cap Value A
Price$31.17
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets16.44B
FIVVX vs MVCAX Comparison Chart in %
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FIVVX vs. MVCAX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. FIVVX (510M). FIVVX (0.86) and MVCAX (0.85) have matching dividends . FIVVX was incepted earlier than MVCAX: FIVVX (13 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 : -4.86 vs. MVCAX (-10.73). FIVVX return over 5 years is better than : 38.35 vs. MVCAX (32.26).
FIVVXMVCAXFIVVX / MVCAX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.871.0087%
Fund Existence13 years24 years-
Gain YTD9.1071.597570%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets510M16.4B3%
Annual Yield % from dividends0.860.85101%
Returns for 1 year-4.86-10.7345%
Returns for 3 years11.349.47120%
Returns for 5 years38.3532.26119%
Returns for 10 years-0.2265.95-0%
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