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BVATX vs CMBFX
BVATX vs CMBFX Comparison
Open Charts BVATX vs CMBFX
Sterling Capital VA Interm Tax-Free I
Price$10.94
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets34.93M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.46
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets285.74M
BVATX vs CMBFX Comparison Chart in %
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BVATX vs. CMBFX commentary
Aug 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 (34.9M). BVATX (2.59) and CMBFX (2.48) 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 : 0.65 vs. BVATX (0.49). CMBFX return over 5 years is better than : 0.00 vs. BVATX (-1.93).
| 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 | 0.894 | 0.852 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9M | 286M | 12% |
| Annual Yield % from dividends | 2.59 | 2.48 | 104% |
| Returns for 1 year | 0.49 | 0.65 | 76% |
| Returns for 3 years | 3.64 | 4.58 | 79% |
| Returns for 5 years | -1.93 | 0.00 | -55,392% |
| Returns for 10 years | 13.17 | 14.40 | 91% |
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