BVATX
Price
$11.08
Change
-$0.00 (-0.00%)
Updated
Jun 11 closing price
Net Assets
31.26M
CFMOX
Price
$18.71
Change
-$0.01 (-0.05%)
Updated
Jun 11 closing price
Net Assets
211.16M
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BVATX vs CFMOX

Header iconBVATX vs CFMOX Comparison
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BVATX vs CFMOX Comparison Chart in %
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BVATX vs. CFMOX commentary
Jun 13, 2026

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 Hold and CFMOX is a Hold.

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FUNDAMENTALS
Fundamentals
CFMOX has more cash in the bank: 211M vs. BVATX (31.3M). CFMOX (2.61) and BVATX (2.54) have matching dividends . BVATX was incepted earlier than CFMOX: BVATX (27 years) vs CFMOX (31 years). CFMOX (0.69) is less costly to investors than BVATX (0.62). BVATX is a more actively managed with annual turnover of: 17.40 vs. CFMOX (13.00). CFMOX has a lower initial minimum investment than BVATX: CFMOX (1000) vs BVATX (1000000). CFMOX annual gain was more profitable for investors over the last year : 5.48 vs. BVATX (4.32). CFMOX return over 5 years is better than : 3.16 vs. BVATX (1.94).
BVATXCFMOXBVATX / CFMOX
Total Expense Ratio0.620.6990%
Annual Report Gross Expense Ratio0.620.6990%
Fund Existence27 years31 years-
Gain YTD0.6120.77479%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.3M211M15%
Annual Yield % from dividends2.542.6197%
Returns for 1 year4.325.4879%
Returns for 3 years7.869.4683%
Returns for 5 years1.943.1662%
Returns for 10 years12.4315.1682%
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