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BVAAX vs HULFX
BVAAX vs HULFX Comparison
Open Charts BVAAX vs HULFX
Sterling Capital VA Interm Tax-Free A
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets33.11M
Hawaiian Tax-Free Trust F
Price$10.61
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets383.93M
BVAAX vs HULFX Comparison Chart in %
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BVAAX vs. HULFX 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 HULFX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 384M vs. BVAAX (33.1M). HULFX pays higher dividends than BVAAX: HULFX (2.57) vs BVAAX (2.32). BVAAX was incepted earlier than HULFX: BVAAX (26 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 : 2.54 vs. BVAAX (2.19). HULFX return over 5 years is better than : 1.76 vs. BVAAX (-0.37).
| BVAAX | HULFX | BVAAX / HULFX | |
| Total Expense Ratio | 0.87 | 0.76 | 114% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 2.716 | 3.041 | 89% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 384M | 9% |
| Annual Yield % from dividends | 2.32 | 2.57 | 90% |
| Returns for 1 year | 2.19 | 2.54 | 86% |
| Returns for 3 years | 9.12 | 10.33 | 88% |
| Returns for 5 years | -0.37 | 1.76 | -21% |
| Returns for 10 years | 11.20 | N/A | - |
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