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MARFX vs VMVAX
MARFX vs VMVAX Comparison
Open Charts MARFX vs VMVAX
BlackRock Mid-Cap Value Institutional
Price$23.13
Change-$0.24 (-1.03%)
VolumeN/A
Net Assets986.35M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
MARFX vs VMVAX Comparison Chart
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MARFX vs. VMVAX commentary
Feb 23, 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 MARFX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. MARFX (986M). VMVAX pays higher dividends than MARFX: VMVAX (2.14) vs MARFX (1.55). MARFX was incepted earlier than VMVAX: MARFX (30 years) vs VMVAX (13 years). MARFX is a more actively managed with annual turnover of: 91.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than MARFX: VMVAX (3000) vs MARFX (2000000). VMVAX annual gain was more profitable for investors over the last year : 12.44 vs. MARFX (2.98). VMVAX return over 5 years is better than : 38.46 vs. MARFX (28.88).
| MARFX | VMVAX | MARFX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 13 years | - |
| Gain YTD | 3.259 | 1.921 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 986M | 30.9B | 3% |
| Annual Yield % from dividends | 1.55 | 2.14 | 73% |
| Returns for 1 year | 2.98 | 12.44 | 24% |
| Returns for 3 years | 6.97 | 15.34 | 45% |
| Returns for 5 years | 28.88 | 38.46 | 75% |
| Returns for 10 years | 14.54 | 81.26 | 18% |
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