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BVAAX vs HULFX
BVAAX vs HULFX Comparison
Open Charts BVAAX vs HULFX
Sterling Capital VA Interm Tax-Free A
Price$11.12
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets33.2M
Hawaiian Tax-Free Trust F
Price$10.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets380.45M
BVAAX vs HULFX Comparison Chart in %
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BVAAX vs. HULFX 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 HULFX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 380M vs. BVAAX (33.2M). HULFX pays higher dividends than BVAAX: HULFX (2.61) vs BVAAX (2.31). BVAAX was incepted earlier than HULFX: BVAAX (27 years) vs HULFX (7 years). BVAAX (0.87) is less costly to investors than HULFX (0.76). BVAAX is a more actively managed with annual turnover of: 20.54 vs. HULFX (18.00). HULFX has a lower initial minimum investment than BVAAX: HULFX (0) vs BVAAX (1000). HULFX annual gain was more profitable for investors over the last year : 3.09 vs. BVAAX (2.84). HULFX return over 5 years is better than : 1.70 vs. BVAAX (-0.43).
| BVAAX | HULFX | BVAAX / HULFX | |
| Total Expense Ratio | 0.87 | 0.76 | 114% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 3.192 | 3.607 | 89% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 380M | 9% |
| Annual Yield % from dividends | 2.31 | 2.61 | 89% |
| Returns for 1 year | 2.84 | 3.09 | 92% |
| Returns for 3 years | 7.77 | 9.06 | 86% |
| Returns for 5 years | -0.43 | 1.70 | -25% |
| Returns for 10 years | 11.71 | N/A | - |
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