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 25 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% | 36.60B | 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 49. There are 49 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | MARFX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | MARFX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | MARFX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | MARFX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | MARFX vs NCBVX |
Top Performing MARFX Alternatives (YTD)
MARFX is at 12.66% YTD. There are 54 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | MARFX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | MARFX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | MARFX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | MARFX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | MARFX vs FASOX |
Lowest Volatility Alternatives to MARFX
MARFX has 13.23% 1-year volatility. There are 27 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | MARFX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | MARFX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | MARFX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | MARFX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | 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 | -6.84% | — | Mar 2002 | MARFX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | MARFX vs VMVAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | MARFX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | MARFX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | MARFX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | MARFX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | MARFX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | MARFX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | MARFX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | MARFX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | MARFX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | MARFX vs FAMRX |
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