MARFX vs. VITAX
Compare and contrast key facts about BlackRock Mid-Cap Value Fund (MARFX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
MARFX is managed by Blackrock. It was launched on Feb 1, 1995. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MARFX or VITAX.
Correlation
The correlation between MARFX and VITAX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MARFX vs. VITAX - Performance Comparison
Key characteristics
MARFX:
0.37
VITAX:
1.19
MARFX:
0.55
VITAX:
1.64
MARFX:
1.08
VITAX:
1.22
MARFX:
0.38
VITAX:
1.76
MARFX:
1.03
VITAX:
6.10
MARFX:
4.68%
VITAX:
4.40%
MARFX:
13.00%
VITAX:
22.51%
MARFX:
-63.11%
VITAX:
-54.81%
MARFX:
-7.15%
VITAX:
-0.91%
Returns By Period
In the year-to-date period, MARFX achieves a 4.33% return, which is significantly higher than VITAX's 3.18% return. Over the past 10 years, MARFX has underperformed VITAX with an annualized return of 1.69%, while VITAX has yielded a comparatively higher 20.63% annualized return.
MARFX
4.33%
1.13%
-1.09%
4.64%
5.44%
1.69%
VITAX
3.18%
1.40%
12.78%
29.48%
20.39%
20.63%
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MARFX vs. VITAX - Expense Ratio Comparison
MARFX has a 0.74% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
MARFX vs. VITAX — Risk-Adjusted Performance Rank
MARFX
VITAX
MARFX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Value Fund (MARFX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MARFX vs. VITAX - Dividend Comparison
MARFX's dividend yield for the trailing twelve months is around 1.86%, more than VITAX's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MARFX BlackRock Mid-Cap Value Fund | 1.86% | 1.94% | 1.68% | 1.06% | 0.99% | 1.27% | 1.47% | 2.12% | 1.33% | 0.69% | 1.27% | 0.79% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
MARFX vs. VITAX - Drawdown Comparison
The maximum MARFX drawdown since its inception was -63.11%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for MARFX and VITAX. For additional features, visit the drawdowns tool.
Volatility
MARFX vs. VITAX - Volatility Comparison
The current volatility for BlackRock Mid-Cap Value Fund (MARFX) is 2.63%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 7.79%. This indicates that MARFX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.