Ad is loading...
MARFX vs VMVIX
MARFX vs VMVIX Comparison
Open Charts MARFX vs VMVIX
BlackRock Mid-Cap Value Institutional
Price$22.64
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets920.17M
Vanguard Mid-Cap Value Index Investor
Price$63.73
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets29.07B
MARFX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MARFX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. MARFX (920M). VMVIX pays higher dividends than MARFX: VMVIX (2.27) vs MARFX (1.85). MARFX was incepted earlier than VMVIX: MARFX (30 years) vs VMVIX (19 years). MARFX (0.83) is less costly to investors than VMVIX (0.19). MARFX is a more actively managed with annual turnover of: 62.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than MARFX: VMVIX (3000) vs MARFX (2000000). VMVIX annual gain was more profitable for investors over the last year : 5.58 vs. MARFX (-4.23). VMVIX return over 5 years is better than : 90.34 vs. MARFX (70.65).
| MARFX | VMVIX | MARFX / VMVIX | |
| Total Expense Ratio | 0.75 | 0.19 | 395% |
| Annual Report Gross Expense Ratio | 0.83 | 0.19 | 437% |
| Fund Existence | 30 years | 19 years | - |
| Gain YTD | 1.161 | 0.294 | 395% |
| 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 | 2.27 | 81% |
| Returns for 1 year | -4.23 | 5.58 | -76% |
| Returns for 3 years | 7.31 | 16.18 | 45% |
| Returns for 5 years | 70.65 | 90.34 | 78% |
| Returns for 10 years | 11.13 | 77.27 | 14% |
View a ticker or compare two or three
VS
VS
Ad is loading...