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BBISX vs VIVAX
BBISX vs VIVAX Comparison
Open Charts BBISX vs VIVAX
Sterling Capital Behav Lg Cp Val Eq
Price$29.90
Change-$1.37 (-4.38%)
VolumeN/A
Net Assets37.53M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BBISX vs VIVAX Comparison Chart
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BBISX vs. VIVAX commentary
Apr 04, 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 BBISX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BBISX (37.5M). VIVAX pays higher dividends than BBISX: VIVAX (2.14) vs BBISX (1.76). BBISX was incepted earlier than VIVAX: BBISX (33 years) vs VIVAX (32 years). BBISX (0.78) is less costly to investors than VIVAX (0.17). BBISX is a more actively managed with annual turnover of: 110.98 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than BBISX: VIVAX (3000) vs BBISX (1000000). BBISX annual gain was more profitable for investors over the last year : 11.09 vs. VIVAX (7.66). BBISX return over 5 years is better than : 146.40 vs. VIVAX (101.66).
| BBISX | VIVAX | BBISX / VIVAX | |
| Total Expense Ratio | 0.78 | 0.17 | 459% |
| Annual Report Gross Expense Ratio | 0.78 | 0.17 | 459% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 4.436 | 2.419 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5M | 195B | 0% |
| Annual Yield % from dividends | 1.76 | 2.14 | 82% |
| Returns for 1 year | 11.09 | 7.66 | 145% |
| Returns for 3 years | 33.60 | 17.34 | 194% |
| Returns for 5 years | 146.40 | 101.66 | 144% |
| Returns for 10 years | 109.76 | 106.90 | 103% |
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