Ad is loading...
BBTGX vs VIVAX
BBTGX vs VIVAX Comparison
Open Charts BBTGX vs VIVAX
Sterling Capital Behav Lg Cp Val Eq A
Price$30.57
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets40.71M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
BBTGX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BBTGX vs. VIVAX commentary
May 09, 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 BBTGX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BBTGX (40.7M). VIVAX pays higher dividends than BBTGX: VIVAX (2.22) vs BBTGX (1.58). BBTGX was incepted earlier than VIVAX: BBTGX (33 years) vs VIVAX (33 years). BBTGX (1.03) is less costly to investors than VIVAX (0.17). BBTGX is a more actively managed with annual turnover of: 110.98 vs. VIVAX (9.00). BBTGX has a lower initial minimum investment than VIVAX: BBTGX (1000) vs VIVAX (3000). BBTGX annual gain was more profitable for investors over the last year : 11.95 vs. VIVAX (5.12). BBTGX return over 5 years is better than : 109.84 vs. VIVAX (72.17).
| BBTGX | VIVAX | BBTGX / VIVAX | |
| Total Expense Ratio | 1.03 | 0.17 | 606% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 2.690 | -0.958 | -281% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 184B | 0% |
| Annual Yield % from dividends | 1.58 | 2.22 | 71% |
| Returns for 1 year | 11.95 | 5.12 | 234% |
| Returns for 3 years | 40.09 | 20.66 | 194% |
| Returns for 5 years | 109.84 | 72.17 | 152% |
| Returns for 10 years | 102.15 | 96.24 | 106% |
View a ticker or compare two or three
VS
VS
Ad is loading...