Interact to see
Advertisement
Advertisement
BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$31.36
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets40.71M
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
BBISX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BBISX vs. VVIAX commentary
May 23, 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: 184B vs. BBISX (40.7M). VVIAX pays higher dividends than BBISX: VVIAX (2.34) vs BBISX (1.81). 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 : 14.65 vs. VVIAX (4.72). BBISX return over 5 years is better than : 122.04 vs. VVIAX (75.22).
| 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 | 6.807 | 0.391 | 1,740% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 184B | 0% |
| Annual Yield % from dividends | 1.81 | 2.34 | 77% |
| Returns for 1 year | 14.65 | 4.72 | 310% |
| Returns for 3 years | 48.05 | 21.99 | 219% |
| Returns for 5 years | 122.04 | 75.22 | 162% |
| Returns for 10 years | 112.30 | 97.34 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement