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FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
Macquarie Opportunity Instl
Price$37.21
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
FIVUX vs MVCAX Comparison Chart in %
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FIVUX 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 FIVUX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FIVUX (515M). FIVUX pays higher dividends than MVCAX: FIVUX (0.98) vs MVCAX (0.84). 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: 27.00 vs. FIVUX (17.00). 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 : -4.58 vs. MVCAX (-9.14). FIVUX return over 5 years is better than : 48.98 vs. MVCAX (44.40).
| 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 | 8.706 | 3.585 | 243% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 16.9B | 3% |
| Annual Yield % from dividends | 0.98 | 0.84 | 117% |
| Returns for 1 year | -4.58 | -9.14 | 50% |
| Returns for 3 years | 19.31 | 20.07 | 96% |
| Returns for 5 years | 48.98 | 44.40 | 110% |
| Returns for 10 years | -1.07 | 70.98 | -2% |
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