Interact to see
Advertisement
Advertisement
FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
Nomura Opportunity Instl
Price$35.43
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets522.67M
FIVUX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. MVCAX commentary
Dec 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 FIVUX is a StrongBuy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FIVUX (523M). FIVUX pays higher dividends than MVCAX: FIVUX (0.95) vs MVCAX (0.83). 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 : 2.07 vs. MVCAX (-1.74). FIVUX (24.24) and MVCAX (23.93) 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 | 3.506 | -0.652 | -538% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 16.8B | 3% |
| Annual Yield % from dividends | 0.95 | 0.83 | 115% |
| Returns for 1 year | 2.07 | -1.74 | -119% |
| Returns for 3 years | 17.14 | 13.98 | 123% |
| Returns for 5 years | 24.24 | 23.93 | 101% |
| Returns for 10 years | 1.77 | 72.86 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BETZ | 22.12 | 0.16 | +0.73% |
| Roundhill Sports Betting & iGaming ETF | |||
| GFEB | 41.62 | 0.04 | +0.10% |
| FT Vest U.S. Eq Mod Buffr ETF - Feb | |||
| CPSD | 26.07 | 0.01 | +0.04% |
| Calamos S&P 500 Str Alt Prt ETF-Dec | |||
| BHYB | 54.49 | -0.02 | -0.04% |
| Xtrackers USD High Yld BB-B ex Fin ETF | |||
| RW | 25.14 | -0.02 | -0.08% |
| Rainwater Equity ETF | |||