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OVEAX vs VMVAX
OVEAX vs VMVAX Comparison
Open Charts OVEAX vs VMVAX
Sterling Capital Mid Value A
Price$16.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
OVEAX vs VMVAX Comparison Chart
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OVEAX vs. VMVAX 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 OVEAX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. OVEAX (48.1M). VMVAX pays higher dividends than OVEAX: VMVAX (2.14) vs OVEAX (0.37). OVEAX was incepted earlier than VMVAX: OVEAX (28 years) vs VMVAX (13 years). 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 : 27.09 vs. OVEAX (11.59). VMVAX return over 5 years is better than : 47.45 vs. OVEAX (-1.83).
| OVEAX | VMVAX | OVEAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 9.704 | 17.355 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 30.9B | 0% |
| Annual Yield % from dividends | 0.37 | 2.14 | 17% |
| Returns for 1 year | 11.59 | 27.09 | 43% |
| Returns for 3 years | -22.77 | 13.54 | -168% |
| Returns for 5 years | -1.83 | 47.45 | -4% |
| Returns for 10 years | -15.98 | 96.84 | -17% |
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