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BVATX vs CFMOX
BVATX vs CFMOX Comparison
Open Charts BVATX vs CFMOX
Sterling Capital VA Interm Tax-Free I
Price$10.83
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets40.58M
Commerce MO Tax-Free Int Bd
Price$18.12
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets229.1M
BVATX vs CFMOX Comparison Chart
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BVATX vs. CFMOX commentary
Apr 29, 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 BVATX is a Buy and CFMOX is a Hold.
FUNDAMENTALS
Fundamentals
CFMOX has more cash in the bank: 229M vs. BVATX (40.6M). BVATX (2.52) and CFMOX (2.41) have matching dividends . BVATX was incepted earlier than CFMOX: BVATX (26 years) vs CFMOX (30 years). CFMOX (0.70) is less costly to investors than BVATX (0.62). CFMOX is a more actively managed with annual turnover of: 29.00 vs. BVATX (20.54). CFMOX has a lower initial minimum investment than BVATX: CFMOX (1000) vs BVATX (1000000). CFMOX (0.85) and BVATX (0.84) have marching annual gain over last year. BVATX return over 5 years is better than : 0.56 vs. CFMOX (0.14).
| BVATX | CFMOX | BVATX / CFMOX | |
| Total Expense Ratio | 0.62 | 0.70 | 89% |
| Annual Report Gross Expense Ratio | 0.62 | 0.70 | 89% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | -1.098 | -1.328 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 229M | 18% |
| Annual Yield % from dividends | 2.52 | 2.41 | 105% |
| Returns for 1 year | 0.84 | 0.85 | 99% |
| Returns for 3 years | 4.28 | 4.57 | 94% |
| Returns for 5 years | 0.56 | 0.14 | 386% |
| Returns for 10 years | 11.14 | 11.52 | 97% |
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