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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$33.54
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets42.7M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BBISX vs VVIAX Comparison Chart in %
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BBISX vs. VVIAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BBISX (42.7M). VVIAX pays higher dividends than BBISX: VVIAX (2.18) vs BBISX (1.72). BBISX was incepted earlier than VVIAX: BBISX (33 years) vs VVIAX (25 years). BBISX (0.78) is less costly to investors than VVIAX (0.05). BBISX is a more actively managed with annual turnover of: 99.00 vs. VVIAX (9.00). 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 : 19.90 vs. VVIAX (9.75). BBISX return over 5 years is better than : 118.82 vs. VVIAX (74.87).
| BBISX | VVIAX | BBISX / VVIAX | |
| Total Expense Ratio | 0.78 | 0.05 | 1,560% |
| Annual Report Gross Expense Ratio | 0.78 | 0.05 | 1,560% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 12.539 | 6.714 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7M | 195B | 0% |
| Annual Yield % from dividends | 1.72 | 2.18 | 79% |
| Returns for 1 year | 19.90 | 9.75 | 204% |
| Returns for 3 years | 59.86 | 34.32 | 174% |
| Returns for 5 years | 118.82 | 74.87 | 159% |
| Returns for 10 years | 124.51 | 116.26 | 107% |
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