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MARFX vs VMVAX
MARFX vs VMVAX Comparison
Open Charts MARFX vs VMVAX
BlackRock Mid-Cap Value Institutional
Price$22.64
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets920.17M
Vanguard Mid-Cap Value Index Admiral
Price$83.85
Change-$0.15 (-0.18%)
VolumeN/A
Net Assets29.07B
MARFX vs VMVAX Comparison Chart
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MARFX vs. VMVAX commentary
May 14, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. MARFX (920M). VMVAX pays higher dividends than MARFX: VMVAX (2.40) vs MARFX (1.85). MARFX was incepted earlier than VMVAX: MARFX (30 years) vs VMVAX (14 years). MARFX (0.83) is less costly to investors than VMVAX (0.07). MARFX is a more actively managed with annual turnover of: 62.00 vs. VMVAX (19.00). 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 : 5.59 vs. MARFX (-4.23). VMVAX return over 5 years is better than : 90.43 vs. MARFX (70.65).
| MARFX | VMVAX | MARFX / VMVAX | |
| Total Expense Ratio | 0.75 | 0.07 | 1,071% |
| Annual Report Gross Expense Ratio | 0.83 | 0.07 | 1,186% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | 1.161 | 0.312 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 29.1B | 3% |
| Annual Yield % from dividends | 1.85 | 2.40 | 77% |
| Returns for 1 year | -4.23 | 5.59 | -76% |
| Returns for 3 years | 7.31 | 16.21 | 45% |
| Returns for 5 years | 70.65 | 90.43 | 78% |
| Returns for 10 years | 11.13 | 77.40 | 14% |
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