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BVAAX vs USVAX
BVAAX vs USVAX Comparison
Open Charts BVAAX vs USVAX
Sterling Capital VA Interm Tax-Free A
Price$10.95
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets34.81M
Victory VA Bond
Price$10.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets459.92M
BVAAX vs USVAX Comparison Chart in %
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BVAAX vs. USVAX 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 USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 460M vs. BVAAX (34.8M). USVAX pays higher dividends than BVAAX: USVAX (3.22) vs BVAAX (2.33). 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 (6.00). BVAAX has a lower initial minimum investment than USVAX: BVAAX (1000) vs USVAX (3000). BVAAX annual gain was more profitable for investors over the last year : 0.87 vs. USVAX (-2.22). USVAX return over 5 years is better than : -1.31 vs. BVAAX (-3.05).
| 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 | 1.020 | -2.309 | -44% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.8M | 460M | 8% |
| Annual Yield % from dividends | 2.33 | 3.22 | 72% |
| Returns for 1 year | 0.87 | -2.22 | -39% |
| Returns for 3 years | 3.14 | 3.04 | 103% |
| Returns for 5 years | -3.05 | -1.31 | 233% |
| Returns for 10 years | 10.58 | 5.54 | 191% |
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