FIVVX
Price
$36.11
Change
-$0.01 (-0.03%)
Updated
Dec 26 closing price
Net Assets
522.67M
MVCAX
Price
$30.48
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
16.83B
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FIVVX vs MVCAX

Header iconFIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAXBanner chart's image
Nomura Opportunity R6
Price$36.11
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets522.67M
MFS Mid Cap Value A
Price$30.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.83B
FIVVX vs MVCAX Comparison Chart in %
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FIVVX 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 FIVVX is a StrongBuy and MVCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FIVVX (523M). FIVVX (0.84) and MVCAX (0.83) have matching dividends . FIVVX was incepted earlier than MVCAX: FIVVX (13 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FIVVX (0.87). MVCAX is a more actively managed with annual turnover of: 24.00 vs. FIVVX (18.00). FIVVX has a lower initial minimum investment than MVCAX: FIVVX (0) vs MVCAX (1000). FIVVX annual gain was more profitable for investors over the last year : 2.97 vs. MVCAX (-1.74). FIVVX return over 5 years is better than : 25.19 vs. MVCAX (23.93).
FIVVXMVCAXFIVVX / MVCAX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.871.0087%
Fund Existence13 years24 years-
Gain YTD4.394-0.652-674%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets523M16.8B3%
Annual Yield % from dividends0.840.83101%
Returns for 1 year2.97-1.74-170%
Returns for 3 years18.4713.98132%
Returns for 5 years25.1923.93105%
Returns for 10 years3.7572.865%
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