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OVEAX vs VMVIX
OVEAX vs VMVIX Comparison
Open Charts OVEAX vs VMVIX
Sterling Capital Mid Value A
Price$14.73
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets44.96M
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
OVEAX vs VMVIX Comparison Chart
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OVEAX vs. VMVIX commentary
Jan 19, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. OVEAX (45M). VMVIX pays higher dividends than OVEAX: VMVIX (2.03) vs OVEAX (0.37). OVEAX was incepted earlier than VMVIX: OVEAX (28 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. OVEAX (19.99). OVEAX has a lower initial minimum investment than VMVIX: OVEAX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 17.92 vs. OVEAX (3.05). VMVIX return over 5 years is better than : 38.27 vs. OVEAX (-8.50).
| OVEAX | VMVIX | OVEAX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 2.791 | 2.748 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45M | 30.1B | 0% |
| Annual Yield % from dividends | 0.37 | 2.03 | 18% |
| Returns for 1 year | 3.05 | 17.92 | 17% |
| Returns for 3 years | -23.33 | 11.63 | -201% |
| Returns for 5 years | -8.50 | 38.27 | -22% |
| Returns for 10 years | -18.72 | 93.54 | -20% |
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