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BAEIX vs VVIAX
BAEIX vs VVIAX Comparison
Open Charts BAEIX vs VVIAX
Sterling Capital Equity Income A
Price$28.41
Change-$0.19 (-0.66%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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BAEIX vs VVIAX Comparison Chart
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BAEIX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BAEIX (1.9B). VVIAX pays higher dividends than BAEIX: VVIAX (2.36) vs BAEIX (1.15). BAEIX was incepted earlier than VVIAX: BAEIX (20 years) vs VVIAX (24 years). BAEIX is a more actively managed with annual turnover of: 39.43 vs. VVIAX (10.00). BAEIX has a lower initial minimum investment than VVIAX: BAEIX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. BAEIX (12.59). VVIAX return over 5 years is better than : 55.46 vs. BAEIX (42.20).
| BAEIX | VVIAX | BAEIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 9.785 | 16.303 | 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 | 2.36 | 49% |
| Returns for 1 year | 12.59 | 24.02 | 52% |
| Returns for 3 years | 10.33 | 28.29 | 37% |
| Returns for 5 years | 42.20 | 55.46 | 76% |
| Returns for 10 years | 74.82 | 114.04 | 66% |