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MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
OVEIX
Price
$16.89
Change
-$0.16 (-0.94%)
Updated
Nov 15 closing price
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MVCAX vs OVEIX

Header iconMVCAX vs OVEIX Comparison
Open Charts MVCAX vs OVEIXBanner chart's image
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
Sterling Capital Mid Value I
Price$16.89
Change-$0.16 (-0.94%)
VolumeN/A
CapitalizationN/A
MVCAX vs OVEIX Comparison Chart
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MVCAX vs. OVEIX commentary
Nov 18, 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 Buy and OVEIX is a StrongBuy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. OVEIX (48.1M). MVCAX pays higher dividends than OVEIX: MVCAX (1.16) vs OVEIX (0.56). MVCAX was incepted earlier than OVEIX: MVCAX (23 years) vs OVEIX (28 years). OVEIX is a more actively managed with annual turnover of: 19.99 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than OVEIX: MVCAX (1000) vs OVEIX (1000000). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. OVEIX (12.20). MVCAX return over 5 years is better than : 49.25 vs. OVEIX (0.62).
MVCAXOVEIXMVCAX / OVEIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years28 years-
Gain YTD17.8019.961179%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.9B48.1M37,214%
Annual Yield % from dividends1.160.56206%
Returns for 1 year26.8412.20220%
Returns for 3 years8.55-21.40-40%
Returns for 5 years49.250.627,992%
Returns for 10 years78.64-12.25-642%
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