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BVATX vs CMBFX
BVATX vs CMBFX Comparison
Open Charts BVATX vs CMBFX
Sterling Capital VA Interm Tax-Free I
Price$10.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets36.04M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.36M
BVATX vs CMBFX Comparison Chart in %
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BVATX vs. CMBFX commentary
Jul 05, 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 CMBFX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 286M vs. BVATX (36M). BVATX (2.56) and CMBFX (2.46) have matching dividends . BVATX was incepted earlier than CMBFX: BVATX (26 years) vs CMBFX (41 years). BVATX (0.62) and CMBFX (0.60) have similar cost to investors . BVATX is a more actively managed with annual turnover of: 20.54 vs. CMBFX (13.00). CMBFX has a lower initial minimum investment than BVATX: CMBFX (2000) vs BVATX (1000000). CMBFX annual gain was more profitable for investors over the last year : 1.94 vs. BVATX (1.74). CMBFX return over 5 years is better than : 1.08 vs. BVATX (-0.90).
| BVATX | CMBFX | BVATX / CMBFX | |
| Total Expense Ratio | 0.62 | 0.56 | 111% |
| Annual Report Gross Expense Ratio | 0.62 | 0.60 | 103% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | 0.654 | 0.716 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36M | 286M | 13% |
| Annual Yield % from dividends | 2.56 | 2.46 | 104% |
| Returns for 1 year | 1.74 | 1.94 | 89% |
| Returns for 3 years | 5.14 | 6.16 | 83% |
| Returns for 5 years | -0.90 | 1.08 | -83% |
| Returns for 10 years | 13.41 | 14.90 | 90% |
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