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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$32.27
Change+$0.16 (+0.50%)
VolumeN/A
Net Assets41.77M
Vanguard Value Index Adm
Price$68.18
Change+$0.40 (+0.59%)
VolumeN/A
Net Assets188.77B
BBISX vs VVIAX Comparison Chart
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BBISX vs. VVIAX commentary
Jun 13, 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: 189B vs. BBISX (41.8M). VVIAX pays higher dividends than BBISX: VVIAX (2.28) 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: 110.98 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 : 17.09 vs. VVIAX (8.53). BBISX return over 5 years is better than : 115.75 vs. VVIAX (72.94).
| 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 | 7.241 | 2.663 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 189B | 0% |
| Annual Yield % from dividends | 1.72 | 2.28 | 75% |
| Returns for 1 year | 17.09 | 8.53 | 200% |
| Returns for 3 years | 54.39 | 31.54 | 172% |
| Returns for 5 years | 115.75 | 72.94 | 159% |
| Returns for 10 years | 114.57 | 105.16 | 109% |
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