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BBISX vs VIVAX
BBISX vs VIVAX Comparison
Open Charts BBISX vs VIVAX
Sterling Capital Behav Lg Cp Val Eq
Price$31.99
Change+$0.30 (+0.95%)
VolumeN/A
Net Assets38.4M
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
BBISX vs VIVAX Comparison Chart
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BBISX vs. VIVAX commentary
Jan 31, 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 Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BBISX (38.4M). VIVAX pays higher dividends than BBISX: VIVAX (2.25) vs BBISX (1.63). BBISX was incepted earlier than VIVAX: BBISX (32 years) vs VIVAX (32 years). 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 : 24.85 vs. VIVAX (16.70). BBISX return over 5 years is better than : 79.08 vs. VIVAX (50.84).
| BBISX | VIVAX | BBISX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 5.317 | 3.906 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.4M | 184B | 0% |
| Annual Yield % from dividends | 1.63 | 2.25 | 73% |
| Returns for 1 year | 24.85 | 16.70 | 149% |
| Returns for 3 years | 36.28 | 21.04 | 172% |
| Returns for 5 years | 79.08 | 50.84 | 156% |
| Returns for 10 years | 116.47 | 114.28 | 102% |
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