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BVATX vs HICOX
BVATX vs HICOX Comparison
Open Charts BVATX vs HICOX
Sterling Capital VA Interm Tax-Free I
Price$11.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets33.2M
Colorado BondShares A Tax-Exempt
Price$8.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.94B
BVATX vs HICOX Comparison Chart in %
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BVATX vs. HICOX commentary
Nov 26, 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: 1.94B vs. BVATX (33.2M). HICOX pays higher dividends than BVATX: HICOX (5.30) vs BVATX (2.56). BVATX was incepted earlier than HICOX: BVATX (27 years) vs HICOX (39 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 (3.01). HICOX return over 5 years is better than : 20.94 vs. BVATX (0.74).
| BVATX | HICOX | BVATX / HICOX | |
| Total Expense Ratio | 0.62 | 0.60 | 103% |
| Annual Report Gross Expense Ratio | 0.62 | 0.60 | 103% |
| Fund Existence | 27 years | 39 years | - |
| Gain YTD | 3.320 | 4.937 | 67% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 1.94B | 2% |
| Annual Yield % from dividends | 2.56 | 5.30 | 48% |
| Returns for 1 year | 3.01 | 3.89 | 77% |
| Returns for 3 years | 8.59 | 20.81 | 41% |
| Returns for 5 years | 0.74 | 20.94 | 4% |
| Returns for 10 years | 14.44 | 51.10 | 28% |
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