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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$33.91
Change-$0.16 (-0.47%)
VolumeN/A
Net Assets44.3M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
BBISX vs VVIAX Comparison Chart in %
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BBISX vs. VVIAX commentary
Sep 08, 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: 203B vs. BBISX (44.3M). VVIAX pays higher dividends than BBISX: VVIAX (2.10) vs BBISX (1.68). 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 : 18.39 vs. VVIAX (7.74). BBISX return over 5 years is better than : 113.40 vs. VVIAX (70.16).
| 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 | 13.780 | 7.850 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3M | 203B | 0% |
| Annual Yield % from dividends | 1.68 | 2.10 | 80% |
| Returns for 1 year | 18.39 | 7.74 | 238% |
| Returns for 3 years | 62.57 | 36.61 | 171% |
| Returns for 5 years | 113.40 | 70.16 | 162% |
| Returns for 10 years | 140.85 | 131.61 | 107% |
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