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FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
Macquarie Opportunity Instl
Price$37.18
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets526.12M
FIVUX vs MVCAX Comparison Chart in %
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FIVUX vs. MVCAX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIVUX (526M). FIVUX pays higher dividends than MVCAX: FIVUX (0.99) vs MVCAX (0.84). FIVUX was incepted earlier than MVCAX: FIVUX (12 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 : 2.95 vs. MVCAX (-1.36). FIVUX return over 5 years is better than : 55.72 vs. MVCAX (52.66).
| FIVUX | MVCAX | FIVUX / MVCAX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 8.618 | 5.346 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 17.3B | 3% |
| Annual Yield % from dividends | 0.99 | 0.84 | 119% |
| Returns for 1 year | 2.95 | -1.36 | -216% |
| Returns for 3 years | 11.12 | 13.12 | 85% |
| Returns for 5 years | 55.72 | 52.66 | 106% |
| Returns for 10 years | -1.10 | 76.55 | -1% |
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