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BVAAX vs CMBFX
BVAAX vs CMBFX Comparison
Open Charts BVAAX vs CMBFX
Sterling Capital VA Interm Tax-Free A
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets33.11M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets293.27M
BVAAX vs CMBFX Comparison Chart in %
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BVAAX vs. CMBFX commentary
Oct 15, 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: 293M vs. BVAAX (33.1M). CMBFX pays higher dividends than BVAAX: CMBFX (2.46) vs BVAAX (2.32). 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 (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 : 2.87 vs. BVAAX (2.19). CMBFX return over 5 years is better than : 3.13 vs. BVAAX (-0.37).
| 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 | 2.716 | 3.224 | 84% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 293M | 11% |
| Annual Yield % from dividends | 2.32 | 2.46 | 94% |
| Returns for 1 year | 2.19 | 2.87 | 76% |
| Returns for 3 years | 9.12 | 11.39 | 80% |
| Returns for 5 years | -0.37 | 3.13 | -12% |
| Returns for 10 years | 11.20 | 15.88 | 71% |
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