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BVATX vs HICOX
BVATX vs HICOX Comparison
Open Charts BVATX vs HICOX
Sterling Capital VA Interm Tax-Free I
Price$10.95
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets34.96M
Colorado BondShares A Tax-Exempt
Price$8.84
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets1.86B
BVATX vs HICOX Comparison Chart in %
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BVATX vs. HICOX commentary
Aug 07, 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 HICOX is a Hold.
FUNDAMENTALS
Fundamentals
HICOX has more cash in the bank: 1.86B vs. BVATX (35M). HICOX pays higher dividends than BVATX: HICOX (5.44) vs BVATX (2.59). 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 : 2.85 vs. BVATX (0.31). HICOX return over 5 years is better than : 19.77 vs. BVATX (-1.92).
| 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 | 0.986 | 1.783 | 55% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35M | 1.86B | 2% |
| Annual Yield % from dividends | 2.59 | 5.44 | 48% |
| Returns for 1 year | 0.31 | 2.85 | 11% |
| Returns for 3 years | 3.73 | 13.64 | 27% |
| Returns for 5 years | -1.92 | 19.77 | -10% |
| Returns for 10 years | 13.27 | 48.82 | 27% |