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MARFX vs VMVIX
MARFX vs VMVIX Comparison
Open Charts MARFX vs VMVIX
BlackRock Mid-Cap Value Institutional
Price$22.79
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets930.13M
Vanguard Mid-Cap Value Index Investor
Price$63.54
Change-$0.14 (-0.22%)
VolumeN/A
Net Assets29.95B
MARFX vs VMVIX Comparison Chart
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MARFX vs. VMVIX commentary
Jun 06, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. MARFX (930M). VMVIX pays higher dividends than MARFX: VMVIX (2.19) vs MARFX (1.78). 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 : 6.37 vs. MARFX (-3.31). VMVIX return over 5 years is better than : 56.64 vs. MARFX (39.73).
| 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 | 1.875 | 0.042 | 4,440% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 29.9B | 3% |
| Annual Yield % from dividends | 1.78 | 2.19 | 81% |
| Returns for 1 year | -3.31 | 6.37 | -52% |
| Returns for 3 years | 3.65 | 12.79 | 29% |
| Returns for 5 years | 39.73 | 56.64 | 70% |
| Returns for 10 years | 13.25 | 79.97 | 17% |
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