MDRFX
Price
$22.42
Change
+$0.14 (+0.63%)
Updated
Oct 17 closing price
Net Assets
966.25M
MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
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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$22.42
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets966.25M
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
MDRFX vs MVCAX Comparison Chart in %
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MDRFX vs. MVCAX commentary
Oct 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. MDRFX (966M). MDRFX pays higher dividends than MVCAX: MDRFX (1.47) vs MVCAX (0.84). 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 (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 : -1.22 vs. MVCAX (-9.14). MDRFX (46.08) and MVCAX (44.40) have equivalent 5 years return.
MDRFXMVCAXMDRFX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.091.00109%
Fund Existence31 years24 years-
Gain YTD8.1493.585227%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets966M16.9B6%
Annual Yield % from dividends1.470.84175%
Returns for 1 year-1.22-9.1413%
Returns for 3 years27.2620.07136%
Returns for 5 years46.0844.40104%
Returns for 10 years24.6070.9835%
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