Ad is loading...
BBTGX vs VVIAX
BBTGX vs VVIAX Comparison
Open Charts BBTGX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq A
Price$30.57
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets40.71M
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
BBTGX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BBTGX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BBTGX (40.7M). VVIAX pays higher dividends than BBTGX: VVIAX (2.34) vs BBTGX (1.58). BBTGX was incepted earlier than VVIAX: BBTGX (33 years) vs VVIAX (25 years). BBTGX (1.03) is less costly to investors than VVIAX (0.05). BBTGX is a more actively managed with annual turnover of: 110.98 vs. VVIAX (9.00). BBTGX has a lower initial minimum investment than VVIAX: BBTGX (1000) vs VVIAX (3000). BBTGX annual gain was more profitable for investors over the last year : 11.95 vs. VVIAX (5.12). BBTGX return over 5 years is better than : 109.84 vs. VVIAX (72.19).
| BBTGX | VVIAX | BBTGX / VVIAX | |
| Total Expense Ratio | 1.03 | 0.05 | 2,060% |
| Annual Report Gross Expense Ratio | 1.03 | 0.05 | 2,060% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 2.690 | -0.957 | -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 | 2.34 | 67% |
| Returns for 1 year | 11.95 | 5.12 | 233% |
| Returns for 3 years | 40.09 | 20.66 | 194% |
| Returns for 5 years | 109.84 | 72.19 | 152% |
| Returns for 10 years | 102.15 | 96.21 | 106% |
View a ticker or compare two or three
VS
VS
Ad is loading...