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OVEIX vs VMVAX
OVEIX vs VMVAX Comparison
Open Charts OVEIX vs VMVAX
Sterling Capital Mid Value I
Price$10.23
Change+$0.07 (+0.69%)
VolumeN/A
Net Assets17.71M
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
OVEIX vs VMVAX Comparison Chart
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OVEIX vs. VMVAX commentary
May 09, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. OVEIX (17.7M). VMVAX pays higher dividends than OVEIX: VMVAX (2.40) vs OVEIX (0.55). 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). OVEIX is a more actively managed with annual turnover of: 19.99 vs. VMVAX (19.00). 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 : 3.70 vs. OVEIX (-36.12). VMVAX return over 5 years is better than : 75.12 vs. OVEIX (-18.78).
| 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 | -31.693 | -2.399 | 1,321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7M | 29.1B | 0% |
| Annual Yield % from dividends | 0.55 | 2.40 | 23% |
| Returns for 1 year | -36.12 | 3.70 | -976% |
| Returns for 3 years | -43.25 | 14.12 | -306% |
| Returns for 5 years | -18.78 | 75.12 | -25% |
| Returns for 10 years | -48.03 | 73.65 | -65% |
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