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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$29.84
Change-$0.85 (-2.77%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
BBISX vs VVIAX Comparison Chart
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BBISX vs. VVIAX commentary
Dec 19, 2024
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 (36.8M). VVIAX pays higher dividends than BBISX: VVIAX (2.36) vs BBISX (1.63). BBISX was incepted earlier than VVIAX: BBISX (32 years) vs VVIAX (24 years). 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 : 23.58 vs. VVIAX (16.45). BBISX return over 5 years is better than : 69.41 vs. VVIAX (44.62).
| BBISX | VVIAX | BBISX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 22.818 | 16.051 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8M | 195B | 0% |
| Annual Yield % from dividends | 1.63 | 2.36 | 69% |
| Returns for 1 year | 23.58 | 16.45 | 143% |
| Returns for 3 years | 34.38 | 20.49 | 168% |
| Returns for 5 years | 69.41 | 44.62 | 156% |
| Returns for 10 years | 104.82 | 104.84 | 100% |
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