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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$29.90
Change-$1.37 (-4.38%)
VolumeN/A
Net Assets37.53M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BBISX vs VVIAX Comparison Chart
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BBISX vs. VVIAX commentary
Apr 04, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BBISX (37.5M). 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 : 11.09 vs. VVIAX (7.67). BBISX return over 5 years is better than : 146.40 vs. VVIAX (101.69).
| 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 | 4.436 | 2.421 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5M | 195B | 0% |
| Annual Yield % from dividends | 1.76 | 2.26 | 78% |
| Returns for 1 year | 11.09 | 7.67 | 145% |
| Returns for 3 years | 33.60 | 17.36 | 194% |
| Returns for 5 years | 146.40 | 101.69 | 144% |
| Returns for 10 years | 109.76 | 106.86 | 103% |