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OVEIX vs VMVIX
OVEIX vs VMVIX Comparison
Open Charts OVEIX vs VMVIX
Sterling Capital Mid Value I
Price$14.00
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets25.25M
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
OVEIX vs VMVIX Comparison Chart
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OVEIX vs. VMVIX commentary
Apr 19, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. OVEIX (25.3M). VMVIX pays higher dividends than OVEIX: VMVIX (2.20) vs OVEIX (0.54). 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). 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 : 3.30 vs. OVEIX (-6.86). VMVIX return over 5 years is better than : 71.73 vs. OVEIX (19.88).
| 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 | -5.877 | -6.336 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 29.9B | 0% |
| Annual Yield % from dividends | 0.54 | 2.20 | 25% |
| Returns for 1 year | -6.86 | 3.30 | -207% |
| Returns for 3 years | -28.37 | 2.10 | -1,351% |
| Returns for 5 years | 19.88 | 71.73 | 28% |
| Returns for 10 years | -28.36 | 66.33 | -43% |
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