Interact to see
Advertisement
Advertisement
BVATX vs CMBFX
BVATX vs CMBFX Comparison
Open Charts BVATX vs CMBFX
Sterling Capital VA Interm Tax-Free I
Price$10.89
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets36.81M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets287.54M
BVATX vs CMBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVATX vs. CMBFX commentary
Jun 15, 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 (36.8M). BVATX (2.55) 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 : 1.40 vs. BVATX (1.16). CMBFX return over 5 years is better than : 0.69 vs. BVATX (-1.32).
| 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 | 0.159 | 0.157 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8M | 288M | 13% |
| Annual Yield % from dividends | 2.55 | 2.46 | 104% |
| Returns for 1 year | 1.16 | 1.40 | 83% |
| Returns for 3 years | 5.63 | 6.67 | 84% |
| Returns for 5 years | -1.32 | 0.69 | -190% |
| Returns for 10 years | 13.27 | 14.72 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LMBS | 49.06 | -0.06 | -0.13% |
| First Trust Low Duration Oppos ETF | |||
| TGLR | 31.35 | -0.08 | -0.25% |
| LAFFER|TENGLER Equity Income ETF | |||
| XTEN | 45.38 | -0.28 | -0.61% |
| BondBloxx Bloomberg Ten YrTrgDurUSTrsETF | |||
| BKF | 40.79 | -0.59 | -1.42% |
| iShares MSCI BIC ETF | |||
| RSST | 22.16 | -0.43 | -1.90% |
| Return Stacked® US Stocks & Mgd Futs ETF | |||