BlackRock Mid-Cap Value Fund (MARFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MARFX
MARFX charges 0.74% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among MARFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | MARFX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | MARFX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | MARFX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | MARFX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | MARFX vs VMVIX |
Best Risk-Adjusted Alternatives to MARFX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | MARFX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | MARFX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | MARFX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | MARFX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | MARFX vs VVOAX |
Top Performing MARFX Alternatives (YTD)
MARFX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | MARFX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | MARFX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | MARFX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | MARFX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | MARFX vs HWMIX |
Lowest Volatility Alternatives to MARFX
MARFX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | MARFX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | MARFX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | MARFX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | MARFX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | MARFX vs RSVAX |
Lowest Drawdown Alternatives to MARFX
MARFX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | MARFX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | MARFX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | MARFX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | MARFX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | MARFX vs CISMX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With MARFX
What investors most often compare with MARFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | Technology Equities | 47 | -11.14% | Mar 25, 2004 | MARFX vs VITAX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Small Cap Value Equities | 41 | 0.80% | Sep 27, 2011 | MARFX vs VSIAX | |
| iShares Morningstar Mid-Cap Growth ETF | Mid Cap Growth Equities | 35 | -1.19% | Jun 28, 2004 | MARFX vs IMCG | |
| SPDR Portfolio S&P 400 Mid Cap ETF | Mid Cap Blend Equities | 52 | 2.59% | Nov 8, 2005 | MARFX vs SPMD | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | MARFX vs NAMAX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | MARFX vs CIMDX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | MARFX vs VVOIX |
Compare MARFX with Any Fund or Stock
Compare MARFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.