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FIZRX vs MVCAX
FIZRX vs MVCAX Comparison
Open Charts FIZRX vs MVCAX
Macquarie Opportunity R
Price$35.81
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets529.72M
FIZRX vs MVCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIZRX (530M). MVCAX pays higher dividends than FIZRX: MVCAX (0.87) vs FIZRX (0.33). FIZRX was incepted earlier than MVCAX: FIZRX (2 years) vs MVCAX (24 years). FIZRX (1.44) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. FIZRX (17.00). FIZRX has a lower initial minimum investment than MVCAX: FIZRX (0) vs MVCAX (1000). FIZRX annual gain was more profitable for investors over the last year : 4.02 vs. MVCAX (1.09).
| FIZRX | MVCAX | FIZRX / MVCAX | |
| Total Expense Ratio | 1.36 | 0.99 | 137% |
| Annual Report Gross Expense Ratio | 1.44 | 1.00 | 144% |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | 4.616 | 2.934 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 17.3B | 3% |
| Annual Yield % from dividends | 0.33 | 0.87 | 38% |
| Returns for 1 year | 4.02 | 1.09 | 368% |
| Returns for 3 years | N/A | 18.70 | - |
| Returns for 5 years | N/A | 60.39 | - |
| Returns for 10 years | N/A | 64.61 | - |
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