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FIZRX vs MVCAX
FIZRX vs MVCAX Comparison
Open Charts FIZRX vs MVCAX
Macquarie Opportunity R
Price$37.04
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets526.12M
FIZRX vs MVCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIZRX (526M). MVCAX pays higher dividends than FIZRX: MVCAX (0.84) vs FIZRX (0.32). FIZRX was incepted earlier than MVCAX: FIZRX (3 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 : 2.46 vs. MVCAX (-1.21).
| FIZRX | MVCAX | FIZRX / MVCAX | |
| Total Expense Ratio | 1.36 | 0.99 | 137% |
| Annual Report Gross Expense Ratio | 1.44 | 1.00 | 144% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | 8.238 | 5.508 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 17.3B | 3% |
| Annual Yield % from dividends | 0.32 | 0.84 | 38% |
| Returns for 1 year | 2.46 | -1.21 | -203% |
| Returns for 3 years | N/A | 13.29 | - |
| Returns for 5 years | N/A | 52.90 | - |
| Returns for 10 years | N/A | 76.82 | - |
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