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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$31.86
Change-$0.38 (-1.18%)
VolumeN/A
Net Assets38.63M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
BBISX vs VVIAX Comparison Chart
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BBISX vs. VVIAX commentary
Feb 23, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. BBISX (38.6M). VVIAX pays higher dividends than BBISX: VVIAX (2.36) vs BBISX (1.63). BBISX was incepted earlier than VVIAX: BBISX (32 years) vs VVIAX (24 years). BBISX is a more actively managed with annual turnover of: 110.98 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than BBISX: VVIAX (3000) vs BBISX (1000000). BBISX annual gain was more profitable for investors over the last year : 21.26 vs. VVIAX (13.46). BBISX return over 5 years is better than : 73.55 vs. VVIAX (47.22).
| BBISX | VVIAX | BBISX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 5.882 | 4.164 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6M | 193B | 0% |
| Annual Yield % from dividends | 1.63 | 2.36 | 69% |
| Returns for 1 year | 21.26 | 13.46 | 158% |
| Returns for 3 years | 39.85 | 23.94 | 166% |
| Returns for 5 years | 73.55 | 47.22 | 156% |
| Returns for 10 years | 109.41 | 105.55 | 104% |
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