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MDRFX vs MVCAX
MDRFX vs MVCAX Comparison
Open Charts MDRFX vs MVCAX
BlackRock Mid-Cap Value Investor A
Price$20.77
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets909.99M
MDRFX vs MVCAX Comparison Chart
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MDRFX vs. MVCAX commentary
May 25, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. MDRFX (910M). MDRFX pays higher dividends than MVCAX: MDRFX (1.73) vs MVCAX (0.93). 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 : -5.61 vs. MVCAX (-6.39). MVCAX return over 5 years is better than : 58.71 vs. MDRFX (53.86).
| MDRFX | MVCAX | MDRFX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.10 | 1.00 | 110% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | -0.336 | -3.325 | 10% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 16.5B | 6% |
| Annual Yield % from dividends | 1.73 | 0.93 | 185% |
| Returns for 1 year | -5.61 | -6.39 | 88% |
| Returns for 3 years | 3.96 | 6.17 | 64% |
| Returns for 5 years | 53.86 | 58.71 | 92% |
| Returns for 10 years | 4.75 | 52.08 | 9% |
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