Ad is loading...
BVATX vs CMBFX
BVATX vs CMBFX Comparison
Open Charts BVATX vs CMBFX
Sterling Capital VA Interm Tax-Free I
Price$10.83
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets40.58M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.36
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets287.57M
BVATX vs CMBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVATX vs. CMBFX 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 CMBFX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 288M vs. BVATX (40.6M). BVATX (2.52) and CMBFX (2.42) 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 : 1.37 vs. BVATX (0.84). CMBFX return over 5 years is better than : 2.52 vs. BVATX (0.56).
| 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 | -1.098 | -0.879 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 288M | 14% |
| Annual Yield % from dividends | 2.52 | 2.42 | 104% |
| Returns for 1 year | 0.84 | 1.37 | 62% |
| Returns for 3 years | 4.28 | 4.75 | 90% |
| Returns for 5 years | 0.56 | 2.52 | 22% |
| Returns for 10 years | 11.14 | 13.01 | 86% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers