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MVCAX vs OVEAX
MVCAX vs OVEAX Comparison
Open Charts MVCAX vs OVEAX
Sterling Capital Mid Value A
Price$9.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets25.47M
MVCAX vs OVEAX Comparison Chart
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MVCAX vs. OVEAX commentary
May 11, 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: 16.5B vs. OVEAX (25.5M). MVCAX pays higher dividends than OVEAX: MVCAX (0.93) 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. MVCAX annual gain was more profitable for investors over the last year : -8.00 vs. OVEAX (-37.78). MVCAX return over 5 years is better than : 58.65 vs. OVEAX (-21.83).
| 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 | -4.009 | -32.567 | 12% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 25.5M | 64,706% |
| Annual Yield % from dividends | 0.93 | 0.26 | 356% |
| Returns for 1 year | -8.00 | -37.78 | 21% |
| Returns for 3 years | 6.24 | -44.87 | -14% |
| Returns for 5 years | 58.65 | -21.83 | -269% |
| Returns for 10 years | 51.66 | -50.62 | -102% |
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