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MARFX vs VMVAX
MARFX vs VMVAX Comparison
Open Charts MARFX vs VMVAX
BlackRock Mid-Cap Value Institutional
Price$22.75
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets996.55M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
MARFX vs VMVAX Comparison Chart
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MARFX vs. VMVAX commentary
Jan 19, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. MARFX (997M). 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 : 17.93 vs. MARFX (5.58). VMVAX return over 5 years is better than : 38.32 vs. MARFX (25.59).
| 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 | 1.563 | 2.745 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 30.1B | 3% |
| Annual Yield % from dividends | 1.55 | 2.14 | 73% |
| Returns for 1 year | 5.58 | 17.93 | 31% |
| Returns for 3 years | 2.84 | 11.64 | 24% |
| Returns for 5 years | 25.59 | 38.32 | 67% |
| Returns for 10 years | 19.83 | 93.65 | 21% |
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