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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$33.50
Change+$0.29 (+0.87%)
VolumeN/A
Net Assets42.7M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BBISX vs VVIAX Comparison Chart in %
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BBISX vs. VVIAX commentary
Jul 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BBISX (42.7M). VVIAX pays higher dividends than BBISX: VVIAX (2.18) 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: 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 : 22.37 vs. VVIAX (12.03). BBISX return over 5 years is better than : 123.87 vs. VVIAX (80.13).
| 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 | 12.404 | 6.198 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7M | 189B | 0% |
| Annual Yield % from dividends | 1.72 | 2.18 | 79% |
| Returns for 1 year | 22.37 | 12.03 | 186% |
| Returns for 3 years | 61.78 | 35.17 | 176% |
| Returns for 5 years | 123.87 | 80.13 | 155% |
| Returns for 10 years | 125.72 | 115.67 | 109% |
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