FIUSX
Price
$34.23
Change
+$0.15 (+0.44%)
Updated
Jul 25 closing price
Net Assets
527.28M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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FIUSX vs MVCAX

Header iconFIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAXBanner chart's image
Macquarie Opportunity A
Price$34.23
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets527.28M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
FIUSX vs MVCAX Comparison Chart in %
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FIUSX vs. MVCAX commentary
Jul 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIUSX (527M). MVCAX pays higher dividends than FIUSX: MVCAX (0.87) vs FIUSX (0.77). 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: 27.00 vs. FIUSX (17.00). 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 : 0.61 vs. MVCAX (-1.70). FIUSX (55.48) and MVCAX (54.59) have equivalent 5 years return.
FIUSXMVCAXFIUSX / MVCAX
Total Expense Ratio1.110.99112%
Annual Report Gross Expense Ratio1.191.00119%
Fund Existence33 years24 years-
Gain YTD5.9423.814156%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets527M17.3B3%
Annual Yield % from dividends0.770.8788%
Returns for 1 year0.61-1.70-36%
Returns for 3 years11.8816.5472%
Returns for 5 years55.4854.59102%
Returns for 10 years-11.9667.90-18%
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