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BVATX vs HULFX
BVATX vs HULFX Comparison
Open Charts BVATX vs HULFX
Sterling Capital VA Interm Tax-Free I
Price$11.11
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.12M
Hawaiian Tax-Free Trust F
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets384.11M
BVATX vs HULFX Comparison Chart in %
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BVATX vs. HULFX 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 HULFX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 384M vs. BVATX (33.1M). BVATX (2.57) and HULFX (2.57) have matching dividends . BVATX was incepted earlier than HULFX: BVATX (26 years) vs HULFX (7 years). HULFX (0.76) is less costly to investors than BVATX (0.62). BVATX is a more actively managed with annual turnover of: 20.54 vs. HULFX (18.00). HULFX has a lower initial minimum investment than BVATX: HULFX (0) vs BVATX (1000000). HULFX (2.54) and BVATX (2.45) have marching annual gain over last year. HULFX return over 5 years is better than : 1.85 vs. BVATX (0.98).
| BVATX | HULFX | BVATX / HULFX | |
| Total Expense Ratio | 0.62 | 0.76 | 82% |
| Annual Report Gross Expense Ratio | 0.62 | 0.76 | 82% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 2.913 | 3.139 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 384M | 9% |
| Annual Yield % from dividends | 2.57 | 2.57 | 100% |
| Returns for 1 year | 2.45 | 2.54 | 96% |
| Returns for 3 years | 9.95 | 10.44 | 95% |
| Returns for 5 years | 0.98 | 1.85 | 53% |
| Returns for 10 years | 14.03 | N/A | - |
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