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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
Macquarie Opportunity A
Price$33.85
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets529.72M
FIUSX vs MVCAX Comparison Chart in %
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FIUSX vs. MVCAX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIUSX (530M). 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 : 3.70 vs. MVCAX (1.09). MVCAX (60.39) and FIUSX (57.80) have equivalent 5 years return.
| 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 | 4.766 | 2.934 | 162% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 17.3B | 3% |
| Annual Yield % from dividends | 0.77 | 0.87 | 88% |
| Returns for 1 year | 3.70 | 1.09 | 339% |
| Returns for 3 years | 13.93 | 18.70 | 74% |
| Returns for 5 years | 57.80 | 60.39 | 96% |
| Returns for 10 years | -14.52 | 64.61 | -22% |
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