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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
Open Charts FIUSX vs MVCAX
Macquarie Opportunity A
Price$35.05
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets515.25M
FIUSX vs MVCAX Comparison Chart in %
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FIUSX vs. MVCAX commentary
Oct 19, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FIUSX (515M). MVCAX pays higher dividends than FIUSX: MVCAX (0.84) vs FIUSX (0.72). 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 : -5.37 vs. MVCAX (-9.14). FIUSX (45.67) and MVCAX (44.40) 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 | 8.480 | 3.585 | 237% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 16.9B | 3% |
| Annual Yield % from dividends | 0.72 | 0.84 | 86% |
| Returns for 1 year | -5.37 | -9.14 | 59% |
| Returns for 3 years | 17.31 | 20.07 | 86% |
| Returns for 5 years | 45.67 | 44.40 | 103% |
| Returns for 10 years | -6.35 | 70.98 | -9% |
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