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OVECX vs VMVIX
OVECX vs VMVIX Comparison
Open Charts OVECX vs VMVIX
Sterling Capital Mid Value C
Price$10.94
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets44.96M
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
OVECX vs VMVIX Comparison Chart
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OVECX 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 OVECX is a Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. OVECX (45M). VMVIX pays higher dividends than OVECX: VMVIX (2.03) vs OVECX (0.00). OVECX was incepted earlier than VMVIX: OVECX (24 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. OVECX (19.99). OVECX has a lower initial minimum investment than VMVIX: OVECX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 17.92 vs. OVECX (-1.00). VMVIX return over 5 years is better than : 38.27 vs. OVECX (-21.07).
| OVECX | VMVIX | OVECX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.820 | 2.748 | 103% |
| 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 | 0.00 | 2.03 | - |
| Returns for 1 year | -1.00 | 17.92 | -6% |
| Returns for 3 years | -31.75 | 11.63 | -273% |
| Returns for 5 years | -21.07 | 38.27 | -55% |
| Returns for 10 years | -36.33 | 93.54 | -39% |
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