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AVAAX vs BVATX
AVAAX vs BVATX Comparison
Open Charts AVAAX vs BVATX
AB Municipal Income II Virginia A
Price$10.20
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets187.81M
Sterling Capital VA Interm Tax-Free I
Price$10.84
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets40.14M
AVAAX vs BVATX Comparison Chart
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AVAAX vs. BVATX commentary
Apr 30, 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 AVAAX is a Hold and BVATX is a Buy.
FUNDAMENTALS
Fundamentals
AVAAX has more cash in the bank: 188M vs. BVATX (40.1M). AVAAX pays higher dividends than BVATX: AVAAX (2.90) vs BVATX (2.52). AVAAX was incepted earlier than BVATX: AVAAX (31 years) vs BVATX (26 years). AVAAX (0.89) is less costly to investors than BVATX (0.62). BVATX is a more actively managed with annual turnover of: 20.54 vs. AVAAX (15.00). AVAAX has a lower initial minimum investment than BVATX: AVAAX (2500) vs BVATX (1000000). BVATX (0.94) and AVAAX (0.92) have marching annual gain over last year. AVAAX return over 5 years is better than : 2.06 vs. BVATX (0.58).
| AVAAX | BVATX | AVAAX / BVATX | |
| Total Expense Ratio | 0.80 | 0.62 | 129% |
| Annual Report Gross Expense Ratio | 0.89 | 0.62 | 144% |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | -1.375 | -0.915 | 150% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 40.1M | 469% |
| Annual Yield % from dividends | 2.90 | 2.52 | 115% |
| Returns for 1 year | 0.92 | 0.94 | 98% |
| Returns for 3 years | 2.40 | 4.47 | 54% |
| Returns for 5 years | 2.06 | 0.58 | 355% |
| Returns for 10 years | 1.93 | 11.34 | 17% |
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