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MDRFX BlackRock Mid Cap Value Opps Inv A

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Fund MDRFX BlackRock Mid Cap Value Opps Inv A MDYV SPDR® S&P 400 Mid Cap Value ETF IVOV Vanguard S&P Mid-Cap 400 Value ETF  
100% 94% 94%
Annual Fees
(1.20% Exp. Ratio)
(0.15% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$35,254.00 $48,410.79 $47,688.79
Est. savings over 30 yrs +$13,156.79 +$12,434.79
As of 12/31/16
1 YR RETURN 22.31%
3 YR 6.61%
5 YR 12.82%
10 YR 7.47%
1 YR RETURN 26.34%
3 YR 9.63%
5 YR 15.85%
10 YR 7.68%
1 YR RETURN 26.27%
3 YR 9.61%
5 YR 15.86%
10 YR --
The investment seeks capital appreciation and secondarily, income, by investing in securities, primarily equity securities that fund management believes are undervalued and therefore represent an investment value. The fund invests at least 80% of its assets in equity securities of mid cap companies. Mid cap companies are companies that at the time of purchase have market capitalizations in the range of companies included in the Standard & Poor's (S&P) MidCap 400® Value Index. It may invest up to 30% of its total assets in the securities of foreign companies. The fund may invest in securities denominated in currencies other than the U.S. dollar.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P MidCap 400 Value Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the mid-capitalization value segment of the U.S. equity market. It may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index. The fund is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization value stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Value Index, which represents the value companies, as determined by the index sponsor, of the S&P MidCap 400 Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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