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FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
Nomura Opportunity Instl
Price$37.38
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets541.61M
FIVUX vs MVCAX Comparison Chart in %
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FIVUX vs. MVCAX commentary
Feb 04, 2026
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 FIVUX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. FIVUX (542M). MVCAX pays higher dividends than FIVUX: MVCAX (1.20) vs FIVUX (0.61). FIVUX was incepted earlier than MVCAX: FIVUX (13 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FIVUX (0.94). MVCAX is a more actively managed with annual turnover of: 24.00 vs. FIVUX (18.00). FIVUX has a lower initial minimum investment than MVCAX: FIVUX (0) vs MVCAX (1000). FIVUX annual gain was more profitable for investors over the last year : 6.98 vs. MVCAX (1.90). FIVUX (24.89) and MVCAX (23.95) have equivalent 5 years return.
| FIVUX | MVCAX | FIVUX / MVCAX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 7.075 | 4.789 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 17.1B | 3% |
| Annual Yield % from dividends | 0.61 | 1.20 | 50% |
| Returns for 1 year | 6.98 | 1.90 | 368% |
| Returns for 3 years | 15.15 | 11.13 | 136% |
| Returns for 5 years | 24.89 | 23.95 | 104% |
| Returns for 10 years | 21.76 | 99.09 | 22% |
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