Interact to see
Advertisement
Advertisement
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 Assets37.1M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.37
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets289.52M
BVAAX vs CMBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVAAX vs. CMBFX commentary
May 23, 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: 290M vs. BVAAX (37.1M). CMBFX pays higher dividends than BVAAX: CMBFX (2.45) vs BVAAX (2.29). 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 : 1.55 vs. BVAAX (1.07). CMBFX return over 5 years is better than : 0.36 vs. BVAAX (-3.13).
| 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 | -0.600 | -0.413 | 145% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 290M | 13% |
| Annual Yield % from dividends | 2.29 | 2.45 | 94% |
| Returns for 1 year | 1.07 | 1.55 | 69% |
| Returns for 3 years | 4.58 | 6.07 | 75% |
| Returns for 5 years | -3.13 | 0.36 | -873% |
| Returns for 10 years | 9.85 | 14.27 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement