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MVCAX vs OVEAX
MVCAX vs OVEAX Comparison
Open Charts MVCAX vs OVEAX
Sterling Capital Mid Value A
Price$13.39
Change-$0.13 (-0.96%)
VolumeN/A
Net Assets25.4M
MVCAX vs OVEAX Comparison Chart
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MVCAX vs. OVEAX commentary
Apr 18, 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 MVCAX is a Buy and OVEAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.6B vs. OVEAX (25.4M). MVCAX pays higher dividends than OVEAX: MVCAX (0.90) vs OVEAX (0.26). MVCAX was incepted earlier than OVEAX: MVCAX (24 years) vs OVEAX (29 years). OVEAX (1.16) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. OVEAX (19.99). MVCAX (6%) and OVEAX (6%) have equivalent initial investment costs. MVCAX (1000) and OVEAX (1000) have matching initial minimum investment requirements. OVEAX annual gain was more profitable for investors over the last year : -7.14 vs. MVCAX (-8.31). MVCAX return over 5 years is better than : 55.12 vs. OVEAX (17.19).
| MVCAX | OVEAX | MVCAX / OVEAX | |
| Total Expense Ratio | 0.99 | 1.16 | 85% |
| Annual Report Gross Expense Ratio | 1.00 | 1.16 | 86% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | -9.452 | -5.622 | 168% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 25.4M | 61,417% |
| Annual Yield % from dividends | 0.90 | 0.26 | 351% |
| Returns for 1 year | -8.31 | -7.14 | 116% |
| Returns for 3 years | -6.83 | -29.68 | 23% |
| Returns for 5 years | 55.12 | 17.19 | 321% |
| Returns for 10 years | 43.47 | -30.92 | -141% |
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