FIVVX
Price
$34.61
Change
+$0.48 (+1.41%)
Updated
Dec 20 closing price
MVCAX
Price
$30.70
Change
+$0.40 (+1.32%)
Updated
Dec 20 closing price
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FIVVX vs MVCAX

Header iconFIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAXBanner chart's image
Delaware Opportunity R6
Price$34.61
Change+$0.48 (+1.41%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$30.70
Change+$0.40 (+1.32%)
VolumeN/A
CapitalizationN/A
FIVVX vs MVCAX Comparison Chart
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FIVVX vs. MVCAX commentary
Dec 23, 2024

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 (1.16) and FIVVX (1.12) have matching dividends . FIVVX was incepted earlier than MVCAX: FIVVX (12 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. FIVVX (11.00). 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 : 5.55 vs. MVCAX (4.62). MVCAX return over 5 years is better than : 29.00 vs. FIVVX (19.42).
FIVVXMVCAXFIVVX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years23 years-
Gain YTD3.5123.77793%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net AssetsN/A17.1B-
Annual Yield % from dividends1.121.1697%
Returns for 1 year5.554.62120%
Returns for 3 years-2.103.21-66%
Returns for 5 years19.4229.0067%
Returns for 10 years-13.7863.28-22%
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