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BVAAX vs CMBFX
BVAAX vs CMBFX Comparison
Open Charts BVAAX vs CMBFX
Sterling Capital VA Interm Tax-Free A
Price$10.84
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets40.14M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.37
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets287.97M
BVAAX vs CMBFX Comparison Chart
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BVAAX vs. CMBFX commentary
Apr 30, 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 Buy and CMBFX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 288M vs. BVAAX (40.1M). CMBFX pays higher dividends than BVAAX: CMBFX (2.42) vs BVAAX (2.26). BVAAX was incepted earlier than CMBFX: BVAAX (26 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 (13.00). 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 : 1.37 vs. BVAAX (0.69). CMBFX return over 5 years is better than : 2.41 vs. BVAAX (-0.65).
| BVAAX | CMBFX | BVAAX / CMBFX | |
| Total Expense Ratio | 0.87 | 0.56 | 155% |
| Annual Report Gross Expense Ratio | 0.87 | 0.60 | 145% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | -0.977 | -0.792 | 123% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1M | 288M | 14% |
| Annual Yield % from dividends | 2.26 | 2.42 | 93% |
| Returns for 1 year | 0.69 | 1.37 | 50% |
| Returns for 3 years | 3.62 | 4.84 | 75% |
| Returns for 5 years | -0.65 | 2.41 | -27% |
| Returns for 10 years | 8.61 | 13.11 | 66% |
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