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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$29.81
Change+$0.34 (+1.15%)
VolumeN/A
Net Assets39.17M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
BBISX vs VVIAX Comparison Chart
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BBISX vs. VVIAX commentary
Apr 25, 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: 191B vs. BBISX (39.2M). VVIAX pays higher dividends than BBISX: VVIAX (2.26) vs BBISX (1.76). BBISX was incepted earlier than VVIAX: BBISX (33 years) vs VVIAX (24 years). BBISX (0.78) is less costly to investors than VVIAX (0.05). 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 : 7.81 vs. VVIAX (3.38). BBISX return over 5 years is better than : 106.30 vs. VVIAX (69.91).
| 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 | 24 years | - |
| Gain YTD | -1.576 | -3.426 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2M | 191B | 0% |
| Annual Yield % from dividends | 1.76 | 2.26 | 78% |
| Returns for 1 year | 7.81 | 3.38 | 231% |
| Returns for 3 years | 29.52 | 12.73 | 232% |
| Returns for 5 years | 106.30 | 69.91 | 152% |
| Returns for 10 years | 98.78 | 92.47 | 107% |
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