Ad is loading...
BAEIX vs VIVAX
BAEIX vs VIVAX Comparison
Open Charts BAEIX vs VIVAX
Sterling Capital Equity Income A
Price$28.41
Change-$0.19 (-0.66%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BAEIX vs VIVAX Comparison Chart
Loading...
BAEIX vs. VIVAX commentary
Sep 21, 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 BAEIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. BAEIX (1.9B). VIVAX pays higher dividends than BAEIX: VIVAX (2.25) vs BAEIX (1.15). BAEIX was incepted earlier than VIVAX: BAEIX (20 years) vs VIVAX (32 years). BAEIX is a more actively managed with annual turnover of: 39.43 vs. VIVAX (10.00). BAEIX has a lower initial minimum investment than VIVAX: BAEIX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. BAEIX (12.59). VIVAX return over 5 years is better than : 55.44 vs. BAEIX (42.20).
| BAEIX | VIVAX | BAEIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 9.785 | 16.261 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 183B | 1% |
| Annual Yield % from dividends | 1.15 | 2.25 | 51% |
| Returns for 1 year | 12.59 | 23.98 | 53% |
| Returns for 3 years | 10.33 | 28.28 | 37% |
| Returns for 5 years | 42.20 | 55.44 | 76% |
| Returns for 10 years | 74.82 | 113.95 | 66% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| STLYX | 38.54 | N/A | N/A |
| SEI Tax-Managed Large Cap Y (SIMT) | |||
| ICPUX | 5.59 | -0.01 | -0.18% |
| Integrity Mid-North American Resources C | |||
| HTMIX | 10.87 | -0.03 | -0.24% |
| Heitman US Real Estate Secs Instl | |||
| WOOSX | 18.87 | -0.17 | -0.89% |
| JPMorgan SMID Cap Equity R6 | |||
| NEFJX | 20.05 | -0.22 | -1.09% |
| Natixis Vaughan Nelson Small Cap Value A | |||