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FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
Nomura Opportunity Instl
Price$38.74
Change+$0.25 (+0.65%)
VolumeN/A
Net Assets524.32M
FIVUX vs MVCAX Comparison Chart in %
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FIVUX vs. MVCAX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. FIVUX (524M). 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: 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 : -4.86 vs. MVCAX (-10.42). FIVUX return over 5 years is better than : 36.94 vs. MVCAX (34.05).
| 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 | 12.767 | 5.280 | 242% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 17B | 3% |
| Annual Yield % from dividends | 0.95 | 0.83 | 115% |
| Returns for 1 year | -4.86 | -10.42 | 47% |
| Returns for 3 years | 12.57 | 10.29 | 122% |
| Returns for 5 years | 36.94 | 34.05 | 108% |
| Returns for 10 years | 1.61 | 72.82 | 2% |
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