MDRFX
Price
$22.37
Change
+$0.08 (+0.36%)
Updated
Jul 3 closing price
Net Assets
978.47M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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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$22.37
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets978.47M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
MDRFX vs MVCAX Comparison Chart in %
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MDRFX vs. MVCAX commentary
Jul 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 MDRFX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. MDRFX (978M). MDRFX pays higher dividends than MVCAX: MDRFX (1.61) vs MVCAX (0.87). MDRFX was incepted earlier than MVCAX: MDRFX (30 years) vs MVCAX (24 years). MDRFX (1.10) 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 : 3.32 vs. MVCAX (1.09). MVCAX (60.39) and MDRFX (57.88) have equivalent 5 years return.
MDRFXMVCAXMDRFX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.101.00110%
Fund Existence30 years24 years-
Gain YTD7.3422.934250%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets978M17.3B6%
Annual Yield % from dividends1.610.87184%
Returns for 1 year3.321.09304%
Returns for 3 years18.6418.70100%
Returns for 5 years57.8860.3996%
Returns for 10 years15.8264.6124%
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