MARFX
Price
$24.61
Change
+$0.12 (+0.49%)
Updated
Oct 3 closing price
Net Assets
989.45M
MVCAX
Price
$32.44
Change
+$0.22 (+0.68%)
Updated
Oct 3 closing price
Net Assets
17.24B
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MARFX vs MVCAX

Header iconMARFX vs MVCAX Comparison
Open Charts MARFX vs MVCAXBanner chart's image
BlackRock Mid-Cap Value Institutional
Price$24.61
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets989.45M
MFS Mid Cap Value A
Price$32.44
Change+$0.22 (+0.68%)
VolumeN/A
Net Assets17.24B
MARFX vs MVCAX Comparison Chart in %
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MARFX vs. MVCAX commentary
Oct 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 StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. MARFX (989M). MARFX pays higher dividends than MVCAX: MARFX (1.58) vs MVCAX (0.84). MARFX was incepted earlier than MVCAX: MARFX (31 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 : 3.40 vs. MVCAX (-4.63). MARFX return over 5 years is better than : 60.30 vs. MVCAX (53.86).
MARFXMVCAXMARFX / MVCAX
Total Expense Ratio0.750.9976%
Annual Report Gross Expense Ratio0.831.0083%
Fund Existence31 years24 years-
Gain YTD10.4875.737183%
Front LoadN/A6%-
Min. Initial Investment20000001000200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets989M17.2B6%
Annual Yield % from dividends1.580.84188%
Returns for 1 year3.40-4.63-73%
Returns for 3 years29.2920.78141%
Returns for 5 years60.3053.86112%
Returns for 10 years36.4478.4846%
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