Interact to see
Advertisement
Advertisement
FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
FIUSX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIUSX vs. MVCAX commentary
Dec 28, 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 FIUSX is a StrongBuy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FIUSX (522M). MVCAX pays higher dividends than FIUSX: MVCAX (0.83) vs FIUSX (0.70). FIUSX was incepted earlier than MVCAX: FIUSX (33 years) vs MVCAX (24 years). FIUSX (1.19) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 24.00 vs. FIUSX (18.00). FIUSX (6%) and MVCAX (6%) have equivalent initial investment costs. FIUSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FIUSX annual gain was more profitable for investors over the last year : 1.16 vs. MVCAX (-1.74). MVCAX return over 5 years is better than : 23.93 vs. FIUSX (20.43).
| FIUSX | MVCAX | FIUSX / MVCAX | |
| Total Expense Ratio | 1.11 | 0.99 | 112% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 2.569 | -0.652 | -394% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 16.8B | 3% |
| Annual Yield % from dividends | 0.70 | 0.83 | 84% |
| Returns for 1 year | 1.16 | -1.74 | -67% |
| Returns for 3 years | 14.70 | 13.98 | 105% |
| Returns for 5 years | 20.43 | 23.93 | 85% |
| Returns for 10 years | -4.20 | 72.86 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LIAE | 211.81 | 0.43 | +0.20% |
| LifeX 2050 Infl-Prt Longevity Income ETF | |||
| FLSW | 41.89 | 0.06 | +0.14% |
| Franklin FTSE Switzerland ETF | |||
| DRSK | 29.17 | 0.03 | +0.12% |
| Aptus Defined Risk ETF | |||
| XLFI | 25.28 | 0.02 | +0.09% |
| State Street® FinSelSectSPDR®PrmETF | |||
| OIA | 5.97 | -0.05 | -0.83% |
| INVESCO Municipal Income OPPORTUNITIES TRUST | |||