Interact to see
Advertisement
Advertisement
MARFX vs MVCAX
MARFX vs MVCAX Comparison
Open Charts MARFX vs MVCAX
BlackRock Mid-Cap Value Institutional
Price$23.27
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets946.97M
MARFX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MARFX vs. MVCAX commentary
Aug 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. MARFX (947M). MARFX pays higher dividends than MVCAX: MARFX (1.65) vs MVCAX (0.86). 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 : 3.82 vs. MVCAX (-0.57). MARFX return over 5 years is better than : 53.31 vs. MVCAX (48.94).
| MARFX | MVCAX | MARFX / MVCAX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.83 | 1.00 | 83% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 4.381 | 1.793 | 244% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 16.9B | 6% |
| Annual Yield % from dividends | 1.65 | 0.86 | 192% |
| Returns for 1 year | 3.82 | -0.57 | -677% |
| Returns for 3 years | 16.16 | 10.90 | 148% |
| Returns for 5 years | 53.31 | 48.94 | 109% |
| Returns for 10 years | 24.03 | 63.66 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement