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BVAAX vs HICOX
BVAAX vs HICOX Comparison
Open Charts BVAAX vs HICOX
Sterling Capital VA Interm Tax-Free A
Price$10.95
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets34.81M
Colorado BondShares A Tax-Exempt
Price$8.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.86B
BVAAX vs HICOX Comparison Chart in %
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BVAAX vs. HICOX commentary
Aug 09, 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 HICOX is a Hold.
FUNDAMENTALS
Fundamentals
HICOX has more cash in the bank: 1.86B vs. BVAAX (34.8M). HICOX pays higher dividends than BVAAX: HICOX (5.44) vs BVAAX (2.33). BVAAX was incepted earlier than HICOX: BVAAX (26 years) vs HICOX (38 years). BVAAX (0.87) is less costly to investors than HICOX (0.60). BVAAX is a more actively managed with annual turnover of: 20.54 vs. HICOX (5.58). HICOX initial investment is less costly to investors than BVAAX (2%) vs BVAAX (2%). HICOX has a lower initial minimum investment than BVAAX: HICOX (500) vs BVAAX (1000). HICOX annual gain was more profitable for investors over the last year : 3.39 vs. BVAAX (0.87). HICOX return over 5 years is better than : 19.72 vs. BVAAX (-3.05).
| BVAAX | HICOX | BVAAX / HICOX | |
| Total Expense Ratio | 0.87 | 0.60 | 145% |
| Annual Report Gross Expense Ratio | 0.87 | 0.60 | 145% |
| Fund Existence | 26 years | 38 years | - |
| Gain YTD | 1.020 | 1.737 | 59% |
| Front Load | 2% | 5% | 42% |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.8M | 1.86B | 2% |
| Annual Yield % from dividends | 2.33 | 5.44 | 43% |
| Returns for 1 year | 0.87 | 3.39 | 26% |
| Returns for 3 years | 3.14 | 13.55 | 23% |
| Returns for 5 years | -3.05 | 19.72 | -15% |
| Returns for 10 years | 10.58 | 48.73 | 22% |
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