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OVEIX vs VMVIX
OVEIX vs VMVIX Comparison
Open Charts OVEIX vs VMVIX
Sterling Capital Mid Value I
Price$16.89
Change-$0.16 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
OVEIX vs VMVIX Comparison Chart
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OVEIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. OVEIX (48.1M). VMVIX pays higher dividends than OVEIX: VMVIX (2.03) vs OVEIX (0.56). OVEIX was incepted earlier than VMVIX: OVEIX (28 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. OVEIX (19.99). VMVIX has a lower initial minimum investment than OVEIX: VMVIX (3000) vs OVEIX (1000000). VMVIX annual gain was more profitable for investors over the last year : 27.06 vs. OVEIX (12.20). VMVIX return over 5 years is better than : 47.37 vs. OVEIX (0.62).
| OVEIX | VMVIX | OVEIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 9.961 | 17.315 | 58% |
| 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 | 2.03 | 28% |
| Returns for 1 year | 12.20 | 27.06 | 45% |
| Returns for 3 years | -21.40 | 13.52 | -158% |
| Returns for 5 years | 0.62 | 47.37 | 1% |
| Returns for 10 years | -12.25 | 96.63 | -13% |