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MARFX vs MVCAX
MARFX vs MVCAX Comparison
Open Charts MARFX vs MVCAX
BlackRock Mid-Cap Value Institutional
Price$22.51
Change+$0.22 (+0.99%)
VolumeN/A
Net Assets920.23M
MARFX vs MVCAX Comparison Chart
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MARFX vs. MVCAX commentary
Apr 03, 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 MARFX is a Buy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. MARFX (920M). MARFX pays higher dividends than MVCAX: MARFX (1.81) vs MVCAX (0.90). MARFX was incepted earlier than MVCAX: MARFX (30 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than MARFX (0.83). MARFX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than MARFX: MVCAX (1000) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : -3.21 vs. MVCAX (-4.35). MVCAX (96.65) and MARFX (93.00) have equivalent 5 years return.
| MARFX | MVCAX | MARFX / MVCAX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.83 | 1.00 | 83% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 0.491 | -1.369 | -36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 16.8B | 5% |
| Annual Yield % from dividends | 1.81 | 0.90 | 201% |
| Returns for 1 year | -3.21 | -4.35 | 74% |
| Returns for 3 years | -0.18 | 0.31 | -59% |
| Returns for 5 years | 93.00 | 96.65 | 96% |
| Returns for 10 years | 11.96 | 56.43 | 21% |
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