Correlation
The correlation between MARFX and VITAX is 0.88, 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.
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.
Performance
MARFX vs. VITAX - Performance Comparison
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Key characteristics
MARFX:
0.25
VITAX:
0.46
MARFX:
0.44
VITAX:
0.71
MARFX:
1.06
VITAX:
1.10
MARFX:
0.21
VITAX:
0.40
MARFX:
0.73
VITAX:
1.28
MARFX:
5.23%
VITAX:
8.46%
MARFX:
16.94%
VITAX:
30.75%
MARFX:
-55.39%
VITAX:
-54.81%
MARFX:
-5.61%
VITAX:
-6.13%
Returns By Period
In the year-to-date period, MARFX achieves a 1.07% return, which is significantly higher than VITAX's -2.25% return. Over the past 10 years, MARFX has underperformed VITAX with an annualized return of 8.64%, while VITAX has yielded a comparatively higher 19.79% annualized return.
MARFX
1.07%
4.33%
-5.61%
2.85%
5.39%
14.39%
8.64%
VITAX
-2.25%
8.41%
-2.26%
14.28%
19.77%
19.28%
19.79%
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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.
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Dividends
MARFX vs. VITAX - Dividend Comparison
MARFX's dividend yield for the trailing twelve months is around 9.93%, more than VITAX's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MARFX BlackRock Mid-Cap Value Fund | 9.93% | 10.04% | 3.69% | 4.50% | 11.17% | 2.13% | 3.94% | 8.41% | 22.19% | 5.43% | 15.72% | 15.25% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.52% | 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 -55.39%, roughly equal to the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for MARFX and VITAX.
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Volatility
MARFX vs. VITAX - Volatility Comparison
The current volatility for BlackRock Mid-Cap Value Fund (MARFX) is 4.38%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.88%. 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.
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