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BVATX vs CMBFX
BVATX vs CMBFX Comparison
Open Charts BVATX vs CMBFX
Sterling Capital VA Interm Tax-Free I
Price$10.85
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets37.17M
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.38
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets290.23M
BVATX vs CMBFX Comparison Chart
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BVATX vs. CMBFX commentary
May 22, 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: 290M vs. BVATX (37.2M). BVATX (2.54) and CMBFX (2.45) 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 : 1.64 vs. BVATX (1.33). CMBFX return over 5 years is better than : 0.62 vs. BVATX (-1.73).
| 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 | -0.335 | -0.151 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.2M | 290M | 13% |
| Annual Yield % from dividends | 2.54 | 2.45 | 104% |
| Returns for 1 year | 1.33 | 1.64 | 81% |
| Returns for 3 years | 5.85 | 6.62 | 88% |
| Returns for 5 years | -1.73 | 0.62 | -278% |
| Returns for 10 years | 12.85 | 14.57 | 88% |
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