MARFX
Price
$24.75
Change
+$0.07 (+0.28%)
Updated
Oct 27 closing price
Net Assets
996.24M
MVCAX
Price
$32.44
Change
+$0.09 (+0.28%)
Updated
Oct 27 closing price
Net Assets
17.18B
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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$24.75
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets996.24M
MFS Mid Cap Value A
Price$32.44
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets17.18B
MARFX vs MVCAX Comparison Chart in %
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MARFX vs. MVCAX commentary
Oct 28, 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 Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. MARFX (996M). 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 (0.84). 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 : 3.44 vs. MVCAX (-5.57). MARFX return over 5 years is better than : 62.08 vs. MVCAX (55.71).
MARFXMVCAXMARFX / MVCAX
Total Expense Ratio0.750.9976%
Annual Report Gross Expense Ratio0.841.0084%
Fund Existence31 years24 years-
Gain YTD11.1155.737194%
Front LoadN/A6%-
Min. Initial Investment20000001000200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets996M17.2B6%
Annual Yield % from dividends1.580.84188%
Returns for 1 year3.44-5.57-62%
Returns for 3 years27.0417.11158%
Returns for 5 years62.0855.71111%
Returns for 10 years34.9673.9247%
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