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MARFX vs VMVAX
MARFX vs VMVAX Comparison
Open Charts MARFX vs VMVAX
BlackRock Mid-Cap Value Institutional
Price$22.22
Change-$0.59 (-2.59%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
MARFX vs VMVAX Comparison Chart
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MARFX vs. VMVAX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. MARFX (1.03B). 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 : 15.41 vs. MARFX (4.95). VMVAX return over 5 years is better than : 40.94 vs. MARFX (28.43).
| 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 | 3.268 | 14.833 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 32.8B | 3% |
| Annual Yield % from dividends | 1.55 | 2.14 | 73% |
| Returns for 1 year | 4.95 | 15.41 | 32% |
| Returns for 3 years | 9.25 | 14.48 | 64% |
| Returns for 5 years | 28.43 | 40.94 | 69% |
| Returns for 10 years | 17.13 | 89.30 | 19% |
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