Marwyn Value Investors (LSE:MVI) 5-Year Yield-on-Cost %: 6.52 (As of Aug. 01, 2026) — Near Median

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LSE:MVI Marwyn Value Investors Ltd LSE:MVI
41 GF Score
Price £1.39
! 4 Warning Signs
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What is Marwyn Value Investors 5-Year Yield-on-Cost %?

Marwyn Value Investors LSE:MVI 41 5-Year Yield-on-Cost % is 6.52 as of Aug. 01, 2026, which is 6% below its 10-year median of 6.92. GuruFocus rates LSE:MVI with a GF Score™ of 41/100. The stock has 4 warning signs investors should review. Among 1,113 Asset Management companies, Marwyn Value Investors ranks better than 50.49% on this metric.

Marwyn Value Investors's yield on cost for the quarter that ended in Dec. 2025 was 6.52.


The historical rank and industry rank for Marwyn Value Investors's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:MVI' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.06   Med: 6.92   Max: 11.67
Current: 6.52


During the past 13 years, Marwyn Value Investors's highest Yield on Cost was 11.67. The lowest was 3.06. And the median was 6.92.


LSE:MVI's 5-Year Yield-on-Cost % is ranked better than
50.49% of 1113 companies
in the Asset Management industry
Industry Median: 6.48 vs LSE:MVI: 6.52

Marwyn Value Investors  (LSE:MVI) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Marwyn Value Investors 5-Year Yield-on-Cost % Related Terms


LSE:MVI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Marwyn Value Investors's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Marwyn Value Investors 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Marwyn Value Investors's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Marwyn Value Investors's 5-Year Yield-on-Cost % falls into.


LSE:MVI
41GF Score
Marwyn Value Investors Ltd LSE:MVI
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Marwyn Value Investors 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Marwyn Value Investors is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 6.52 mean?
Marwyn Value Investors (LSE:MVI) has a 5-Year Yield-on-Cost % of 6.52 as of Aug. 01, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Marwyn Value Investors and its competitors. This is near median its historical median of 6.92. Over the past decade, Marwyn Value Investors' 5-Year Yield-on-Cost % has ranged from 3.06 to 11.67. According to the industry distribution chart, Marwyn Value Investors ranks #551 out of 1113 companies in the Asset Management industry, placing it in the top 49.5%.
Is Marwyn Value Investors' 5-Year Yield-on-Cost % too high?
Marwyn Value Investors' current 5-Year Yield-on-Cost % of 6.52 is near median its 10-year median of 6.92. Over the past 10 years, this metric has ranged from a low of 3.06 to a high of 11.67. The Asset Management industry median 5-Year Yield-on-Cost % is 6.48. Marwyn Value Investors' value of 6.52 is 0.6% above this industry median. Based on the distribution chart, Marwyn Value Investors ranks #551 out of 1113 companies in the Asset Management industry, which is above the industry midpoint. Overall, Marwyn Value Investors has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Marwyn Value Investors' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Marwyn Value Investors ranks #551 out of 1113 companies for 5-Year Yield-on-Cost %. This puts Marwyn Value Investors in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.48. Marwyn Value Investors' value of 6.52 is 0.6% above this benchmark. Historically, Marwyn Value Investors' own 5-Year Yield-on-Cost % has ranged from 3.06 to 11.67 over the past decade. While the company's 10-year median is 6.92 vs. the industry median of 6.48, Marwyn Value Investors has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.48, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Marwyn Value Investors's current 5-Year Yield-on-Cost % of 6.52 is 0.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Marwyn Value Investors and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Marwyn Value Investors's current 5-Year Yield-on-Cost % is 6.52, which is near median its own 10-year median of 6.92. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Marwyn Value Investors stock overvalued right now?
Marwyn Value Investors (LSE:MVI) has a current 5-Year Yield-on-Cost % of 6.52. The current 5-Year Yield-on-Cost % is 6.52, which is near median its 10-year median of 6.92 and 0.6% above the Asset Management industry median of 6.48. Marwyn Value Investors' overall GF Score™ is 41/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Marwyn Value Investors (LSE:MVI), the current 5-Year Yield-on-Cost % is 6.52 as of Aug. 01, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Marwyn Value Investors Business Description

Other Exchanges MVR2:UK
Address Ugland House, PO Box 309, Grand Cayman, CYM, KY1-1104
Marwyn Value Investors Ltd is a closed-ended investment fund. The fund's investment objective is to maximize total returns on its capital through the capital appreciation of its investments. The company invests in sectors that include automotive, Construction Materials, Healthcare, Remediation, media, Confectionery, and others. It's a feeder fund that has invested substantially all of its assets into limited partnership interests in the Master Fund. Its Master Fund has invested in a second master fund, MVI II LP, a private equity fund structure through which the majority of the Master Fund's investments attributable to ordinary shareholders are made.
41GF Score

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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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