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BVATX vs CMBFX
BVATX vs CMBFX Comparison
Open Charts BVATX vs CMBFX
Sterling Capital VA Interm Tax-Free I
Price$11.11
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.12M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.69
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets293.62M
BVATX vs CMBFX Comparison Chart in %
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BVATX vs. CMBFX commentary
Oct 16, 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 Hold and CMBFX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 294M vs. BVATX (33.1M). BVATX (2.57) 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 (12.00). 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 : 2.87 vs. BVATX (2.45). CMBFX return over 5 years is better than : 3.13 vs. BVATX (0.98).
| 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 | 2.913 | 3.224 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 294M | 11% |
| Annual Yield % from dividends | 2.57 | 2.46 | 105% |
| Returns for 1 year | 2.45 | 2.87 | 85% |
| Returns for 3 years | 9.95 | 11.39 | 87% |
| Returns for 5 years | 0.98 | 3.13 | 31% |
| Returns for 10 years | 14.03 | 15.88 | 88% |
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