Ad is loading...
OVEIX vs VMVAX
OVEIX vs VMVAX Comparison
Open Charts OVEIX vs VMVAX
Sterling Capital Mid Value I
Price$14.00
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets25.25M
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
OVEIX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OVEIX vs. VMVAX commentary
Apr 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 OVEIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. OVEIX (25.3M). VMVAX pays higher dividends than OVEIX: VMVAX (2.33) vs OVEIX (0.54). OVEIX was incepted earlier than VMVAX: OVEIX (29 years) vs VMVAX (14 years). OVEIX (0.91) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 22.00 vs. OVEIX (19.99). VMVAX has a lower initial minimum investment than OVEIX: VMVAX (3000) vs OVEIX (1000000). VMVAX annual gain was more profitable for investors over the last year : 3.31 vs. OVEIX (-6.86). VMVAX return over 5 years is better than : 71.78 vs. OVEIX (19.88).
| OVEIX | VMVAX | OVEIX / VMVAX | |
| Total Expense Ratio | 0.91 | 0.07 | 1,300% |
| Annual Report Gross Expense Ratio | 0.91 | 0.07 | 1,300% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -5.877 | -6.328 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 29.9B | 0% |
| Annual Yield % from dividends | 0.54 | 2.33 | 23% |
| Returns for 1 year | -6.86 | 3.31 | -207% |
| Returns for 3 years | -28.37 | 2.13 | -1,332% |
| Returns for 5 years | 19.88 | 71.78 | 28% |
| Returns for 10 years | -28.36 | 66.45 | -43% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BDCZ | 17.11 | 0.27 | +1.58% |
| UBS ETRACS Wells Fargo® Busn Dev Co ETN | |||
| ERH | 10.60 | 0.09 | +0.86% |
| Allspring Utilities and High Income Fund | |||
| HYG | 77.77 | 0.45 | +0.58% |
| iShares iBoxx $ High Yield Corp Bd ETF | |||
| ILCV | 76.26 | 0.27 | +0.36% |
| iShares Morningstar Value ETF | |||
| CLOU | 19.59 | -0.09 | -0.46% |
| Global X Cloud Computing ETF | |||