VMVIX vs. ARFFX
Compare and contrast key facts about Vanguard Mid-Cap Value Index Fund (VMVIX) and Ariel Focus Fund (ARFFX).
VMVIX is managed by Vanguard. It was launched on Aug 17, 2006. ARFFX is managed by Ariel Investments. It was launched on Jun 30, 2005.
Performance
VMVIX vs. ARFFX - Performance Comparison
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VMVIX vs. ARFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMVIX Vanguard Mid-Cap Value Index Fund | 2.87% | 11.22% | 13.48% | 10.00% | -8.00% | 28.60% | 2.33% | 27.85% | -12.57% | 16.91% |
ARFFX Ariel Focus Fund | 5.40% | 21.00% | 13.39% | 6.98% | -9.12% | 21.14% | 6.90% | 25.62% | -13.23% | 15.01% |
Returns By Period
In the year-to-date period, VMVIX achieves a 2.87% return, which is significantly lower than ARFFX's 5.40% return. Over the past 10 years, VMVIX has underperformed ARFFX with an annualized return of 9.82%, while ARFFX has yielded a comparatively higher 10.52% annualized return.
VMVIX
- 1D
- -0.35%
- 1M
- -6.11%
- YTD
- 2.87%
- 6M
- 4.99%
- 1Y
- 15.27%
- 3Y*
- 12.77%
- 5Y*
- 8.26%
- 10Y*
- 9.82%
ARFFX
- 1D
- -0.49%
- 1M
- -6.62%
- YTD
- 5.40%
- 6M
- 4.90%
- 1Y
- 32.69%
- 3Y*
- 15.52%
- 5Y*
- 7.90%
- 10Y*
- 10.52%
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VMVIX vs. ARFFX - Expense Ratio Comparison
VMVIX has a 0.19% expense ratio, which is lower than ARFFX's 1.00% expense ratio.
Return for Risk
VMVIX vs. ARFFX — Risk / Return Rank
VMVIX
ARFFX
VMVIX vs. ARFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Value Index Fund (VMVIX) and Ariel Focus Fund (ARFFX). 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.
| VMVIX | ARFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.74 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.38 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.36 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 2.18 | -0.98 |
Martin ratioReturn relative to average drawdown | 5.63 | 8.48 | -2.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VMVIX | ARFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.74 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.43 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.53 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.35 | +0.06 |
Correlation
The correlation between VMVIX and ARFFX is 0.91, 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.
Dividends
VMVIX vs. ARFFX - Dividend Comparison
VMVIX's dividend yield for the trailing twelve months is around 1.90%, less than ARFFX's 12.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMVIX Vanguard Mid-Cap Value Index Fund | 1.90% | 1.42% | 1.99% | 2.15% | 2.15% | 1.67% | 2.26% | 1.95% | 2.60% | 1.75% | 1.81% | 1.91% |
ARFFX Ariel Focus Fund | 12.03% | 12.68% | 2.27% | 3.33% | 8.30% | 3.30% | 2.41% | 1.03% | 7.61% | 5.76% | 1.04% | 13.91% |
Drawdowns
VMVIX vs. ARFFX - Drawdown Comparison
The maximum VMVIX drawdown since its inception was -61.61%, which is greater than ARFFX's maximum drawdown of -57.66%. Use the drawdown chart below to compare losses from any high point for VMVIX and ARFFX.
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Drawdown Indicators
| VMVIX | ARFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.61% | -57.66% | -3.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -14.20% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -24.50% | +4.69% |
Max Drawdown (10Y)Largest decline over 10 years | -43.08% | -43.22% | +0.14% |
Current DrawdownCurrent decline from peak | -6.20% | -6.95% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -9.50% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 3.65% | -1.00% |
Volatility
VMVIX vs. ARFFX - Volatility Comparison
Vanguard Mid-Cap Value Index Fund (VMVIX) and Ariel Focus Fund (ARFFX) have volatilities of 3.82% and 3.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VMVIX | ARFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 3.91% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 10.13% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 19.23% | -2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 18.60% | -2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 19.88% | -1.08% |