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BVATX vs HICOX
BVATX vs HICOX Comparison
Open Charts BVATX vs HICOX
Sterling Capital VA Interm Tax-Free I
Price$11.11
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.12M
Colorado BondShares A Tax-Exempt
Price$8.97
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.92B
BVATX vs HICOX Comparison Chart in %
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BVATX vs. HICOX 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 HICOX is a Hold.
FUNDAMENTALS
Fundamentals
HICOX has more cash in the bank: 1.92B vs. BVATX (33.1M). HICOX pays higher dividends than BVATX: HICOX (5.33) vs BVATX (2.57). BVATX was incepted earlier than HICOX: BVATX (26 years) vs HICOX (38 years). BVATX (0.62) and HICOX (0.60) have similar cost to investors . BVATX is a more actively managed with annual turnover of: 20.54 vs. HICOX (5.58). HICOX has a lower initial minimum investment than BVATX: HICOX (500) vs BVATX (1000000). HICOX annual gain was more profitable for investors over the last year : 3.89 vs. BVATX (2.45). HICOX return over 5 years is better than : 21.19 vs. BVATX (0.98).
| BVATX | HICOX | BVATX / HICOX | |
| Total Expense Ratio | 0.62 | 0.60 | 103% |
| Annual Report Gross Expense Ratio | 0.62 | 0.60 | 103% |
| Fund Existence | 26 years | 38 years | - |
| Gain YTD | 2.913 | 4.039 | 72% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 1.92B | 2% |
| Annual Yield % from dividends | 2.57 | 5.33 | 48% |
| Returns for 1 year | 2.45 | 3.89 | 63% |
| Returns for 3 years | 9.95 | 21.84 | 46% |
| Returns for 5 years | 0.98 | 21.19 | 5% |
| Returns for 10 years | 14.03 | 50.37 | 28% |
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