MDRFX
Price
$19.28
Change
-$0.19 (-0.98%)
Updated
Apr 16 closing price
Net Assets
851.6M
MVCAX
Price
$27.47
Change
-$0.31 (-1.12%)
Updated
Apr 16 closing price
Net Assets
15.59B
Ad is loading...

MDRFX vs MVCAX

Header iconMDRFX vs MVCAX Comparison
Open Charts MDRFX vs MVCAXBanner chart's image
BlackRock Mid-Cap Value Investor A
Price$19.28
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets851.6M
MFS Mid Cap Value A
Price$27.47
Change-$0.31 (-1.12%)
VolumeN/A
Net Assets15.59B
MDRFX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MDRFX vs. MVCAX commentary
Apr 18, 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 Hold and MVCAX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.6B vs. MDRFX (852M). MDRFX pays higher dividends than MVCAX: MDRFX (1.69) vs MVCAX (0.90). 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 : -6.55 vs. MVCAX (-8.31). MVCAX return over 5 years is better than : 55.12 vs. MDRFX (50.22).
MDRFXMVCAXMDRFX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.101.00110%
Fund Existence30 years24 years-
Gain YTD-6.574-9.45270%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets852M15.6B5%
Annual Yield % from dividends1.690.90188%
Returns for 1 year-6.55-8.3179%
Returns for 3 years-8.65-6.83127%
Returns for 5 years50.2255.1291%
Returns for 10 years-1.5943.47-4%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SDS23.151.00
+4.51%
ProShares UltraShort S&P500
WEED10.050.37
+3.84%
Roundhill Cannabis ETF
PXI38.460.43
+1.13%
Invesco Dorsey Wright Energy MomentumETF
QLTA46.980.17
+0.36%
iShares Aaa - A Rated Corporate Bond ETF
HSCZ30.85-0.30
-0.96%
iShares Currency Hdgd MSCI EAFE SmCp ETF