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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$34.90
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets47.8M
Vanguard Value Index Adm
Price$73.15
Change+$0.38 (+0.52%)
VolumeN/A
Net Assets202.84B
BBISX vs VVIAX Comparison Chart in %
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BBISX vs. VVIAX commentary
Oct 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. BBISX (47.8M). VVIAX pays higher dividends than BBISX: VVIAX (2.08) vs BBISX (1.61). 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 : 18.61 vs. VVIAX (8.34). BBISX return over 5 years is better than : 125.06 vs. VVIAX (79.65).
| 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 | 17.520 | 10.852 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.8M | 203B | 0% |
| Annual Yield % from dividends | 1.61 | 2.08 | 77% |
| Returns for 1 year | 18.61 | 8.34 | 223% |
| Returns for 3 years | 70.95 | 44.04 | 161% |
| Returns for 5 years | 125.06 | 79.65 | 157% |
| Returns for 10 years | 148.52 | 137.13 | 108% |