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OVEIX vs VMVAX
OVEIX vs VMVAX Comparison
Open Charts OVEIX vs VMVAX
Sterling Capital Mid Value I
Price$15.17
Change-$0.29 (-1.88%)
VolumeN/A
Net Assets43.94M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
OVEIX vs VMVAX Comparison Chart
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OVEIX vs. VMVAX 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 OVEIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. OVEIX (43.9M). VMVAX pays higher dividends than OVEIX: VMVAX (2.14) vs OVEIX (0.56). OVEIX was incepted earlier than VMVAX: OVEIX (29 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 : 12.44 vs. OVEIX (-1.97). VMVAX return over 5 years is better than : 38.46 vs. OVEIX (-7.61).
| OVEIX | VMVAX | OVEIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 1.880 | 1.921 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 30.9B | 0% |
| Annual Yield % from dividends | 0.56 | 2.14 | 26% |
| Returns for 1 year | -1.97 | 12.44 | -16% |
| Returns for 3 years | -20.80 | 15.34 | -136% |
| Returns for 5 years | -7.61 | 38.46 | -20% |
| Returns for 10 years | -21.84 | 81.26 | -27% |
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