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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
Macquarie Opportunity A
Price$35.04
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets526.12M
FIUSX vs MVCAX Comparison Chart in %
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FIUSX vs. MVCAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIUSX (526M). MVCAX pays higher dividends than FIUSX: MVCAX (0.84) vs FIUSX (0.73). 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 : 0.70 vs. MVCAX (-2.57). MVCAX (52.00) and FIUSX (50.63) 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 | 8.449 | 5.508 | 153% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 17.3B | 3% |
| Annual Yield % from dividends | 0.73 | 0.84 | 88% |
| Returns for 1 year | 0.70 | -2.57 | -27% |
| Returns for 3 years | 14.63 | 18.36 | 80% |
| Returns for 5 years | 50.63 | 52.00 | 97% |
| Returns for 10 years | -6.64 | 75.57 | -9% |
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