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BVATX vs CMBFX
BVATX vs CMBFX Comparison
Open Charts BVATX vs CMBFX
Sterling Capital VA Interm Tax-Free I
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets32.5M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets292.19M
BVATX vs CMBFX Comparison Chart in %
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BVATX vs. CMBFX commentary
Sep 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: 292M vs. BVATX (32.5M). 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 : 2.06 vs. BVATX (1.88). CMBFX return over 5 years is better than : 2.34 vs. BVATX (0.41).
| 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 | 2.694 | 2.745 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5M | 292M | 11% |
| Annual Yield % from dividends | 2.59 | 2.48 | 105% |
| Returns for 1 year | 1.88 | 2.06 | 91% |
| Returns for 3 years | 7.99 | 9.23 | 87% |
| Returns for 5 years | 0.41 | 2.34 | 17% |
| Returns for 10 years | 15.25 | 16.73 | 91% |
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