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OVEAX vs VMVAX
OVEAX vs VMVAX Comparison
Open Charts OVEAX vs VMVAX
Sterling Capital Mid Value A
Price$14.63
Change-$0.15 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
OVEAX vs VMVAX Comparison Chart
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OVEAX vs. VMVAX 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 OVEAX is a StrongSell and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. OVEAX (46.5M). 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 : 15.41 vs. OVEAX (0.35). VMVAX return over 5 years is better than : 40.94 vs. OVEAX (-7.97).
| 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 | -1.415 | 14.833 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 32.8B | 0% |
| Annual Yield % from dividends | 0.37 | 2.14 | 17% |
| Returns for 1 year | 0.35 | 15.41 | 2% |
| Returns for 3 years | -21.41 | 14.48 | -148% |
| Returns for 5 years | -7.97 | 40.94 | -19% |
| Returns for 10 years | -21.31 | 89.30 | -24% |
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