MDRFX
Price
$22.88
Change
+$0.12 (+0.53%)
Updated
Nov 28 closing price
Net Assets
986.74M
MVCAX
Price
$32.49
Change
+$0.11 (+0.34%)
Updated
Nov 28 closing price
Net Assets
16.99B
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MDRFX vs MVCAX

Header iconMDRFX vs MVCAX Comparison
Open Charts MDRFX vs MVCAXBanner chart's image
BlackRock Mid-Cap Value Investor A
Price$22.88
Change+$0.12 (+0.53%)
VolumeN/A
Net Assets986.74M
MFS Mid Cap Value A
Price$32.49
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets16.99B
MDRFX vs MVCAX Comparison Chart in %
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MDRFX vs. MVCAX commentary
Nov 30, 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 MDRFX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. MDRFX (987M). MDRFX pays higher dividends than MVCAX: MDRFX (1.47) vs MVCAX (0.85). MDRFX was incepted earlier than MVCAX: MDRFX (31 years) vs MVCAX (24 years). MDRFX (1.09) is less costly to investors than MVCAX (1.00). MDRFX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (27.00). MVCAX initial investment is less costly to investors than MDRFX (5%) vs MDRFX (5%). MDRFX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MDRFX annual gain was more profitable for investors over the last year : -1.79 vs. MVCAX (-10.22). MVCAX return over 5 years is better than : 34.51 vs. MDRFX (31.50).
MDRFXMVCAXMDRFX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.091.00109%
Fund Existence31 years24 years-
Gain YTD10.3685.900176%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets987M17B6%
Annual Yield % from dividends1.470.85172%
Returns for 1 year-1.79-10.2218%
Returns for 3 years19.2613.48143%
Returns for 5 years31.5034.5191%
Returns for 10 years26.2171.1037%
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