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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 Assets37.1M
Victory VA Bond
Price$10.04
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets469.2M
BVAAX vs USVAX Comparison Chart
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BVAAX vs. USVAX commentary
May 23, 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: 469M vs. BVAAX (37.1M). USVAX pays higher dividends than BVAAX: USVAX (3.09) vs BVAAX (2.29). 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 : 1.07 vs. USVAX (-0.03). USVAX return over 5 years is better than : 2.19 vs. BVAAX (-3.13).
| 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 | -0.600 | -2.642 | 23% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 469M | 8% |
| Annual Yield % from dividends | 2.29 | 3.09 | 74% |
| Returns for 1 year | 1.07 | -0.03 | -3,297% |
| Returns for 3 years | 4.58 | 5.97 | 77% |
| Returns for 5 years | -3.13 | 2.19 | -143% |
| Returns for 10 years | 9.85 | 5.74 | 172% |
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