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OVEIX vs VMVAX
OVEIX vs VMVAX Comparison
Open Charts OVEIX vs VMVAX
Sterling Capital Mid Value I
Price$16.89
Change-$0.16 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
OVEIX vs VMVAX Comparison Chart
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OVEIX vs. VMVAX commentary
Nov 18, 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 OVEIX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. OVEIX (48.1M). VMVAX pays higher dividends than OVEIX: VMVAX (2.14) vs OVEIX (0.56). OVEIX was incepted earlier than VMVAX: OVEIX (28 years) vs VMVAX (13 years). 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 : 27.09 vs. OVEIX (12.20). VMVAX return over 5 years is better than : 47.45 vs. OVEIX (0.62).
| OVEIX | VMVAX | OVEIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 9.961 | 17.355 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 30.9B | 0% |
| Annual Yield % from dividends | 0.56 | 2.14 | 26% |
| Returns for 1 year | 12.20 | 27.09 | 45% |
| Returns for 3 years | -21.40 | 13.54 | -158% |
| Returns for 5 years | 0.62 | 47.45 | 1% |
| Returns for 10 years | -12.25 | 96.84 | -13% |
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