MARFX
Price
$24.34
Change
-$0.20 (-0.81%)
Updated
Sep 12 closing price
Net Assets
976.72M
MVCAX
Price
$32.32
Change
-$0.26 (-0.80%)
Updated
Sep 12 closing price
Net Assets
17.14B
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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$24.34
Change-$0.20 (-0.81%)
VolumeN/A
Net Assets976.72M
MFS Mid Cap Value A
Price$32.32
Change-$0.26 (-0.80%)
VolumeN/A
Net Assets17.14B
MARFX vs MVCAX Comparison Chart in %
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MARFX vs. MVCAX commentary
Sep 15, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. MARFX (977M). MARFX pays higher dividends than MVCAX: MARFX (1.59) 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 : 4.74 vs. MVCAX (-2.60). MARFX return over 5 years is better than : 59.32 vs. MVCAX (53.99).
MARFXMVCAXMARFX / MVCAX
Total Expense Ratio0.750.9976%
Annual Report Gross Expense Ratio0.831.0083%
Fund Existence31 years24 years-
Gain YTD9.2745.346173%
Front LoadN/A6%-
Min. Initial Investment20000001000200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets977M17.1B6%
Annual Yield % from dividends1.590.84191%
Returns for 1 year4.74-2.60-182%
Returns for 3 years23.7916.10148%
Returns for 5 years59.3253.99110%
Returns for 10 years35.0775.4846%
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