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MARFX vs MVCAX
MARFX vs MVCAX Comparison
Open Charts MARFX vs MVCAX
BlackRock Mid-Cap Value Institutional
Price$22.79
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets930.13M
MARFX vs MVCAX Comparison Chart
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MARFX vs. MVCAX commentary
Jun 06, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. MARFX (930M). MARFX pays higher dividends than MVCAX: MARFX (1.78) vs MVCAX (0.89). 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 : -3.31 vs. MVCAX (-5.21). MVCAX (40.41) and MARFX (39.73) 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 | 1.875 | -1.923 | -98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 16.7B | 6% |
| Annual Yield % from dividends | 1.78 | 0.89 | 199% |
| Returns for 1 year | -3.31 | -5.21 | 64% |
| Returns for 3 years | 3.65 | 2.03 | 180% |
| Returns for 5 years | 39.73 | 40.41 | 98% |
| Returns for 10 years | 13.25 | 55.63 | 24% |
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