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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$31.25
Change+$0.20 (+0.64%)
VolumeN/A
Net Assets37.87M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
BBISX vs VVIAX Comparison Chart
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BBISX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BBISX (37.9M). 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 : 26.19 vs. VVIAX (18.18). BBISX return over 5 years is better than : 69.81 vs. VVIAX (44.18).
| 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 | 3.855 | 3.195 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.9M | 184B | 0% |
| Annual Yield % from dividends | 1.63 | 2.36 | 69% |
| Returns for 1 year | 26.19 | 18.18 | 144% |
| Returns for 3 years | 32.56 | 18.46 | 176% |
| Returns for 5 years | 69.81 | 44.18 | 158% |
| Returns for 10 years | 114.91 | 111.13 | 103% |