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BCVCX vs VVIAX
BCVCX vs VVIAX Comparison
Open Charts BCVCX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq C
Price$28.47
Change-$0.26 (-0.90%)
VolumeN/A
Net Assets36.5M
Vanguard Value Index Adm
Price$65.76
Change-$0.35 (-0.53%)
VolumeN/A
Net Assets195.24B
BCVCX vs VVIAX Comparison Chart
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BCVCX vs. VVIAX commentary
Mar 14, 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 BCVCX is a Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BCVCX (36.5M). VVIAX pays higher dividends than BCVCX: VVIAX (2.19) vs BCVCX (0.99). BCVCX was incepted earlier than VVIAX: BCVCX (24 years) vs VVIAX (24 years). BCVCX (1.78) is less costly to investors than VVIAX (0.05). BCVCX is a more actively managed with annual turnover of: 110.98 vs. VVIAX (10.00). BCVCX has a lower initial minimum investment than VVIAX: BCVCX (1000) vs VVIAX (3000). BCVCX annual gain was more profitable for investors over the last year : 10.33 vs. VVIAX (6.37). BCVCX return over 5 years is better than : 101.27 vs. VVIAX (78.35).
| BCVCX | VVIAX | BCVCX / VVIAX | |
| Total Expense Ratio | 1.78 | 0.05 | 3,560% |
| Annual Report Gross Expense Ratio | 1.78 | 0.05 | 3,560% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 0.559 | 0.106 | 527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5M | 195B | 0% |
| Annual Yield % from dividends | 0.99 | 2.19 | 45% |
| Returns for 1 year | 10.33 | 6.37 | 162% |
| Returns for 3 years | 29.23 | 19.65 | 149% |
| Returns for 5 years | 101.27 | 78.35 | 129% |
| Returns for 10 years | 84.77 | 101.20 | 84% |
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