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BIVIX vs NLSAX
BIVIX vs NLSAX Comparison
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BIVIX vs NLSAX Comparison Chart in %
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BIVIX vs. NLSAX commentary
Aug 23, 2026
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 BIVIX is a Hold and NLSAX is a Buy.
FUNDAMENTALS
Fundamentals
NLSAX has more cash in the bank: 7.28B vs. BIVIX (874M). BIVIX pays higher dividends than NLSAX: BIVIX (2.06) vs NLSAX (0.00). BIVIX was incepted earlier than NLSAX: BIVIX (9 years) vs NLSAX (15 years). BIVIX (3.07) is less costly to investors than NLSAX (1.64). BIVIX is a more actively managed with annual turnover of: 197.00 vs. NLSAX (0.96). NLSAX has a lower initial minimum investment than BIVIX: NLSAX (1000) vs BIVIX (50000). BIVIX annual gain was more profitable for investors over the last year : 7.63 vs. NLSAX (2.62). BIVIX return over 5 years is better than : 21.59 vs. NLSAX (14.78).
| BIVIX | NLSAX | BIVIX / NLSAX | |
| Total Expense Ratio | 3.05 | 1.64 | 186% |
| Annual Report Gross Expense Ratio | 3.07 | 1.64 | 187% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 7.571 | 1.420 | 533% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 7.28B | 12% |
| Annual Yield % from dividends | 2.06 | 0.00 | - |
| Returns for 1 year | 7.63 | 2.62 | 292% |
| Returns for 3 years | -9.93 | 20.68 | -48% |
| Returns for 5 years | 21.59 | 14.78 | 146% |
| Returns for 10 years | N/A | 56.52 | - |
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