BlackRock Mid-Cap Value Fund (MARFX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MARFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MARFX
MARFX charges 0.74% annually. There are 24 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | MARFX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | MARFX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | MARFX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | MARFX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | MARFX vs VMVIX |
Best Risk-Adjusted Alternatives to MARFX
MARFX has a PortfoliosLab risk / return rank of 76. There are 45 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | MARFX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | MARFX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | MARFX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | MARFX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | MARFX vs FASOX |
Top Performing MARFX Alternatives (YTD)
MARFX is at 16.41% YTD. There are 49 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | MARFX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | MARFX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | MARFX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | MARFX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | MARFX vs FVCSX |
Lowest Volatility Alternatives to MARFX
MARFX has 13.18% 1-year volatility. There are 31 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | MARFX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | MARFX vs VMVAX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | MARFX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | MARFX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | MARFX vs ACLAX |
Lowest Drawdown Alternatives to MARFX
MARFX has a 1-year max drawdown of -9.50%. There are 61 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | MARFX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | MARFX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | MARFX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | MARFX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | MARFX vs HAMVX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | MARFX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | MARFX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | MARFX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | MARFX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | MARFX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | MARFX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | MARFX vs BDMAX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | MARFX vs BSIIX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | MARFX vs MADVX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | MARFX vs BRHYX |
Often Compared With MARFX
Investors most often compare MARFX with VITAX, VSIAX, IMCG. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.
Compare MARFX with Any Fund or Stock
Compare MARFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MARFX with funds that move differently
BlackRock Mid-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MARFX.
Explore MARFX Diversifiers