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BVAAX vs USVAX
BVAAX vs USVAX Comparison
Open Charts BVAAX vs USVAX
Sterling Capital VA Interm Tax-Free A
Price$10.84
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets40.14M
Victory VA Bond
Price$10.14
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets470.2M
BVAAX vs USVAX Comparison Chart
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BVAAX vs. USVAX commentary
Apr 30, 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 USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 470M vs. BVAAX (40.1M). USVAX pays higher dividends than BVAAX: USVAX (3.01) vs BVAAX (2.26). BVAAX was incepted earlier than USVAX: BVAAX (26 years) vs USVAX (35 years). BVAAX (0.87) is less costly to investors than USVAX (0.59). BVAAX is a more actively managed with annual turnover of: 20.54 vs. USVAX (5.00). BVAAX has a lower initial minimum investment than USVAX: BVAAX (1000) vs USVAX (3000). USVAX (0.72) and BVAAX (0.69) have marching annual gain over last year. USVAX return over 5 years is better than : 4.51 vs. BVAAX (-0.65).
| BVAAX | USVAX | BVAAX / USVAX | |
| Total Expense Ratio | 0.87 | 0.58 | 150% |
| Annual Report Gross Expense Ratio | 0.87 | 0.59 | 147% |
| Fund Existence | 26 years | 35 years | - |
| Gain YTD | -0.977 | -2.714 | 36% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1M | 470M | 9% |
| Annual Yield % from dividends | 2.26 | 3.01 | 75% |
| Returns for 1 year | 0.69 | 0.72 | 95% |
| Returns for 3 years | 3.62 | 3.89 | 93% |
| Returns for 5 years | -0.65 | 4.51 | -14% |
| Returns for 10 years | 8.61 | 4.92 | 175% |
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