MDRFX
Price
$21.28
Change
+$0.03 (+0.14%)
Updated
Dec 26 closing price
Net Assets
998.67M
MVCAX
Price
$30.48
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
16.83B
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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$21.28
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets998.67M
MFS Mid Cap Value A
Price$30.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.83B
MDRFX vs MVCAX Comparison Chart in %
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MDRFX vs. MVCAX commentary
Dec 28, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. MDRFX (999M). MDRFX pays higher dividends than MVCAX: MDRFX (1.45) vs MVCAX (0.83). 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 (24.00). 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 : 1.67 vs. MVCAX (-1.74). MVCAX return over 5 years is better than : 23.93 vs. MDRFX (19.69).
MDRFXMVCAXMDRFX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.091.00109%
Fund Existence31 years24 years-
Gain YTD2.650-0.652-407%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets999M16.8B6%
Annual Yield % from dividends1.450.83174%
Returns for 1 year1.67-1.74-96%
Returns for 3 years13.5813.9897%
Returns for 5 years19.6923.9382%
Returns for 10 years35.5572.8649%
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