MVCAX
Price
$31.32
Change
-$0.33 (-1.04%)
Updated
Dec 17 closing price
OVEAX
Price
$14.63
Change
-$0.15 (-1.01%)
Updated
Dec 17 closing price
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MVCAX vs OVEAX

Header iconMVCAX vs OVEAX Comparison
Open Charts MVCAX vs OVEAXBanner chart's image
MFS Mid Cap Value A
Price$31.32
Change-$0.33 (-1.04%)
VolumeN/A
CapitalizationN/A
Sterling Capital Mid Value A
Price$14.63
Change-$0.15 (-1.01%)
VolumeN/A
CapitalizationN/A
MVCAX vs OVEAX Comparison Chart
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MVCAX vs. OVEAX commentary
Dec 19, 2024

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 Hold and OVEAX is a StrongSell.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. OVEAX (46.5M). MVCAX pays higher dividends than OVEAX: MVCAX (1.16) vs OVEAX (0.37). MVCAX was incepted earlier than OVEAX: MVCAX (23 years) vs OVEAX (28 years). OVEAX is a more actively managed with annual turnover of: 19.99 vs. MVCAX (19.00). MVCAX (1000) and OVEAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 7.20 vs. OVEAX (0.35). MVCAX return over 5 years is better than : 32.46 vs. OVEAX (-7.97).
MVCAXOVEAXMVCAX / OVEAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years28 years-
Gain YTD5.872-1.415-415%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets17.7B46.5M38,065%
Annual Yield % from dividends1.160.37313%
Returns for 1 year7.200.352,042%
Returns for 3 years5.74-21.41-27%
Returns for 5 years32.46-7.97-407%
Returns for 10 years68.25-21.31-320%
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