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FIVVX vs MVCAX
FIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAX
Macquarie Opportunity R6
Price$37.58
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets525.19M
FIVVX vs MVCAX Comparison Chart in %
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FIVVX 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 FIVVX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIVVX (525M). FIVVX (0.87) and MVCAX (0.84) have matching dividends . FIVVX was incepted earlier than MVCAX: FIVVX (12 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: 27.00 vs. FIVVX (17.00). 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 : 1.75 vs. MVCAX (-2.57). FIVVX return over 5 years is better than : 55.65 vs. MVCAX (52.00).
| FIVVX | MVCAX | FIVVX / MVCAX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.87 | 1.00 | 87% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 8.702 | 5.508 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 17.3B | 3% |
| Annual Yield % from dividends | 0.87 | 0.84 | 105% |
| Returns for 1 year | 1.75 | -2.57 | -68% |
| Returns for 3 years | 16.20 | 18.36 | 88% |
| Returns for 5 years | 55.65 | 52.00 | 107% |
| Returns for 10 years | -0.24 | 75.57 | -0% |
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