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OVEAX vs VMVAX
OVEAX vs VMVAX Comparison
Open Charts OVEAX vs VMVAX
Sterling Capital Mid Value A
Price$13.39
Change-$0.13 (-0.96%)
VolumeN/A
Net Assets25.4M
Vanguard Mid-Cap Value Index Admiral
Price$77.67
Change-$0.79 (-1.01%)
VolumeN/A
Net Assets29.86B
OVEAX vs VMVAX Comparison Chart
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OVEAX vs. VMVAX 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 OVEAX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. OVEAX (25.4M). VMVAX pays higher dividends than OVEAX: VMVAX (2.33) vs OVEAX (0.26). OVEAX was incepted earlier than VMVAX: OVEAX (29 years) vs VMVAX (14 years). OVEAX (1.16) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 22.00 vs. OVEAX (19.99). OVEAX has a lower initial minimum investment than VMVAX: OVEAX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 3.43 vs. OVEAX (-7.14). VMVAX return over 5 years is better than : 71.82 vs. OVEAX (17.19).
| OVEAX | VMVAX | OVEAX / VMVAX | |
| Total Expense Ratio | 1.16 | 0.07 | 1,657% |
| Annual Report Gross Expense Ratio | 1.16 | 0.07 | 1,657% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -5.622 | -6.304 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4M | 29.9B | 0% |
| Annual Yield % from dividends | 0.26 | 2.33 | 11% |
| Returns for 1 year | -7.14 | 3.43 | -208% |
| Returns for 3 years | -29.68 | 2.21 | -1,344% |
| Returns for 5 years | 17.19 | 71.82 | 24% |
| Returns for 10 years | -30.92 | 67.22 | -46% |
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