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OVEIX vs VMVIX
OVEIX vs VMVIX Comparison
Open Charts OVEIX vs VMVIX
Sterling Capital Mid Value I
Price$15.17
Change-$0.29 (-1.88%)
VolumeN/A
Net Assets43.94M
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
OVEIX vs VMVIX Comparison Chart
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OVEIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. OVEIX (43.9M). VMVIX pays higher dividends than OVEIX: VMVIX (2.03) vs OVEIX (0.56). OVEIX was incepted earlier than VMVIX: OVEIX (29 years) vs VMVIX (19 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 : 12.42 vs. OVEIX (-1.97). VMVIX return over 5 years is better than : 38.40 vs. OVEIX (-7.61).
| OVEIX | VMVIX | OVEIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 1.880 | 1.900 | 99% |
| 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 | 2.03 | 28% |
| Returns for 1 year | -1.97 | 12.42 | -16% |
| Returns for 3 years | -20.80 | 15.30 | -136% |
| Returns for 5 years | -7.61 | 38.40 | -20% |
| Returns for 10 years | -21.84 | 81.10 | -27% |
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