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OVEIX vs VMVIX
OVEIX vs VMVIX Comparison
Open Charts OVEIX vs VMVIX
Sterling Capital Mid Value I
Price$10.23
Change+$0.07 (+0.69%)
VolumeN/A
Net Assets17.71M
Vanguard Mid-Cap Value Index Investor
Price$62.58
Change+$0.46 (+0.74%)
VolumeN/A
Net Assets29.07B
OVEIX vs VMVIX Comparison Chart
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OVEIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. OVEIX (17.7M). VMVIX pays higher dividends than OVEIX: VMVIX (2.27) vs OVEIX (0.55). OVEIX was incepted earlier than VMVIX: OVEIX (29 years) vs VMVIX (19 years). OVEIX (0.91) is less costly to investors than VMVIX (0.19). OVEIX is a more actively managed with annual turnover of: 19.99 vs. VMVIX (19.00). 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 : 3.71 vs. OVEIX (-36.12). VMVIX return over 5 years is better than : 75.04 vs. OVEIX (-18.78).
| OVEIX | VMVIX | OVEIX / VMVIX | |
| Total Expense Ratio | 0.91 | 0.19 | 479% |
| Annual Report Gross Expense Ratio | 0.91 | 0.19 | 479% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | -31.693 | -2.409 | 1,316% |
| 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 | 2.27 | 24% |
| Returns for 1 year | -36.12 | 3.71 | -974% |
| Returns for 3 years | -43.25 | 14.10 | -307% |
| Returns for 5 years | -18.78 | 75.04 | -25% |
| Returns for 10 years | -48.03 | 73.59 | -65% |
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