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BVATX vs CFMOX
BVATX vs CFMOX Comparison
Open Charts BVATX vs CFMOX
Sterling Capital VA Interm Tax-Free I
Price$10.85
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets37.17M
Commerce MO Tax-Free Int Bd
Price$18.14
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets230.48M
BVATX vs CFMOX Comparison Chart
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BVATX vs. CFMOX commentary
May 22, 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: 230M vs. BVATX (37.2M). BVATX (2.54) and CFMOX (2.45) 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 (1.33) and BVATX (1.33) have marching annual gain over last year. CFMOX return over 5 years is better than : -1.22 vs. BVATX (-1.73).
| 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 | -0.335 | -0.505 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.2M | 230M | 16% |
| Annual Yield % from dividends | 2.54 | 2.45 | 104% |
| Returns for 1 year | 1.33 | 1.33 | 100% |
| Returns for 3 years | 5.85 | 6.48 | 90% |
| Returns for 5 years | -1.73 | -1.22 | 141% |
| Returns for 10 years | 12.85 | 13.09 | 98% |
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