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FIVVX vs MVCAX
FIVVX vs MVCAX Comparison
Open Charts FIVVX vs MVCAX
Macquarie Opportunity R6
Price$37.62
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
FIVVX vs MVCAX Comparison Chart in %
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FIVVX 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 FIVVX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FIVVX (515M). FIVVX (0.86) and MVCAX (0.84) 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: 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 : -4.40 vs. MVCAX (-9.14). FIVVX return over 5 years is better than : 50.49 vs. MVCAX (44.40).
| FIVVX | MVCAX | FIVVX / MVCAX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.87 | 1.00 | 87% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 8.760 | 3.585 | 244% |
| 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 | 0.86 | 0.84 | 103% |
| Returns for 1 year | -4.40 | -9.14 | 48% |
| Returns for 3 years | 18.88 | 20.07 | 94% |
| Returns for 5 years | 50.49 | 44.40 | 114% |
| Returns for 10 years | 0.04 | 70.98 | 0% |
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