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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$31.37
Change-$0.10 (-0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
BBISX vs VVIAX Comparison Chart
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BBISX vs. VVIAX commentary
Nov 18, 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 StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BBISX (37.7M). 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 : 35.94 vs. VVIAX (25.54). BBISX return over 5 years is better than : 70.52 vs. VVIAX (50.78).
| 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 | 25.539 | 17.922 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7M | 184B | 0% |
| Annual Yield % from dividends | 1.63 | 2.36 | 69% |
| Returns for 1 year | 35.94 | 25.54 | 141% |
| Returns for 3 years | 34.74 | 21.55 | 161% |
| Returns for 5 years | 70.52 | 50.78 | 139% |
| Returns for 10 years | 112.39 | 110.49 | 102% |