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OVECX vs VMVAX
OVECX vs VMVAX Comparison
Open Charts OVECX vs VMVAX
Sterling Capital Mid Value C
Price$12.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OVECX vs VMVAX Comparison Chart
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OVECX vs. VMVAX commentary
Sep 21, 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 OVECX is a StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. OVECX (48.6M). VMVAX pays higher dividends than OVECX: VMVAX (2.14) vs OVECX (0.00). OVECX was incepted earlier than VMVAX: OVECX (23 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. OVECX (19.99). OVECX has a lower initial minimum investment than VMVAX: OVECX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 21.85 vs. OVECX (5.60). VMVAX return over 5 years is better than : 48.02 vs. OVECX (-16.66).
| OVECX | VMVAX | OVECX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 7.168 | 14.332 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 30.5B | 0% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | 5.60 | 21.85 | 26% |
| Returns for 3 years | -27.37 | 17.61 | -155% |
| Returns for 5 years | -16.66 | 48.02 | -35% |
| Returns for 10 years | -33.78 | 96.75 | -35% |
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