MDRFX
Price
$21.34
Change
-$0.29 (-1.34%)
Updated
Jun 13 closing price
Net Assets
935.14M
MVCAX
Price
$30.04
Change
-$0.44 (-1.44%)
Updated
Jun 13 closing price
Net Assets
16.57B
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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$21.34
Change-$0.29 (-1.34%)
VolumeN/A
Net Assets935.14M
MFS Mid Cap Value A
Price$30.04
Change-$0.44 (-1.44%)
VolumeN/A
Net Assets16.57B
MDRFX vs MVCAX Comparison Chart
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MDRFX vs. MVCAX commentary
Jun 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 MDRFX is a Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. MDRFX (935M). MDRFX pays higher dividends than MVCAX: MDRFX (1.67) vs MVCAX (0.89). 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 : -1.79 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. MDRFX (48.15).
MDRFXMVCAXMDRFX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.101.00110%
Fund Existence30 years24 years-
Gain YTD2.399-2.086-115%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets935M16.6B6%
Annual Yield % from dividends1.670.89186%
Returns for 1 year-1.79-4.5340%
Returns for 3 years13.1713.00101%
Returns for 5 years48.1551.9893%
Returns for 10 years6.9953.5113%
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