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OVECX vs VMVIX
OVECX vs VMVIX Comparison
Open Charts OVECX vs VMVIX
Sterling Capital Mid Value C
Price$10.82
Change-$0.22 (-1.99%)
VolumeN/A
Net Assets43.94M
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
OVECX vs VMVIX Comparison Chart
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OVECX vs. VMVIX commentary
Feb 23, 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: 30.9B vs. OVECX (43.9M). VMVIX pays higher dividends than OVECX: VMVIX (2.03) vs OVECX (0.00). OVECX was incepted earlier than VMVIX: OVECX (24 years) vs VMVIX (19 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 : 12.42 vs. OVECX (-6.48). VMVIX return over 5 years is better than : 38.40 vs. OVECX (-22.44).
| OVECX | VMVIX | OVECX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 1.692 | 1.900 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 30.9B | 0% |
| Annual Yield % from dividends | 0.00 | 2.03 | - |
| Returns for 1 year | -6.48 | 12.42 | -52% |
| Returns for 3 years | -30.95 | 15.30 | -202% |
| Returns for 5 years | -22.44 | 38.40 | -58% |
| Returns for 10 years | -41.62 | 81.10 | -51% |
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