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BVAAX vs CMBFX
BVAAX vs CMBFX Comparison
Open Charts BVAAX vs CMBFX
Sterling Capital VA Interm Tax-Free A
Price$11.12
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets33.2M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.71
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets296.56M
BVAAX vs CMBFX Comparison Chart in %
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BVAAX vs. CMBFX commentary
Nov 26, 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 BVAAX is a Hold and CMBFX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 297M vs. BVAAX (33.2M). CMBFX pays higher dividends than BVAAX: CMBFX (2.45) vs BVAAX (2.31). BVAAX was incepted earlier than CMBFX: BVAAX (27 years) vs CMBFX (41 years). BVAAX (0.87) is less costly to investors than CMBFX (0.60). BVAAX is a more actively managed with annual turnover of: 20.54 vs. CMBFX (12.00). BVAAX has a lower initial minimum investment than CMBFX: BVAAX (1000) vs CMBFX (2000). CMBFX annual gain was more profitable for investors over the last year : 3.50 vs. BVAAX (2.84). CMBFX return over 5 years is better than : 2.86 vs. BVAAX (-0.43).
| BVAAX | CMBFX | BVAAX / CMBFX | |
| Total Expense Ratio | 0.87 | 0.56 | 155% |
| Annual Report Gross Expense Ratio | 0.87 | 0.60 | 145% |
| Fund Existence | 27 years | 41 years | - |
| Gain YTD | 3.192 | 3.796 | 84% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 297M | 11% |
| Annual Yield % from dividends | 2.31 | 2.45 | 94% |
| Returns for 1 year | 2.84 | 3.50 | 81% |
| Returns for 3 years | 7.77 | 10.13 | 77% |
| Returns for 5 years | -0.43 | 2.86 | -15% |
| Returns for 10 years | 11.71 | 16.70 | 70% |
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