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BVATX vs USVAX
BVATX vs USVAX Comparison
Open Charts BVATX vs USVAX
Sterling Capital VA Interm Tax-Free I
Price$10.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets36.04M
Victory VA Bond
Price$10.07
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets471.33M
BVATX vs USVAX Comparison Chart in %
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BVATX vs. USVAX commentary
Jul 06, 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 USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 471M vs. BVATX (36M). USVAX pays higher dividends than BVATX: USVAX (3.15) vs BVATX (2.56). BVATX was incepted earlier than USVAX: BVATX (26 years) vs USVAX (35 years). BVATX (0.62) and USVAX (0.59) have similar cost to investors . BVATX is a more actively managed with annual turnover of: 20.54 vs. USVAX (6.00). USVAX has a lower initial minimum investment than BVATX: USVAX (3000) vs BVATX (1000000). BVATX annual gain was more profitable for investors over the last year : 1.74 vs. USVAX (-0.74). USVAX return over 5 years is better than : 0.98 vs. BVATX (-0.90).
| BVATX | USVAX | BVATX / USVAX | |
| Total Expense Ratio | 0.62 | 0.58 | 107% |
| Annual Report Gross Expense Ratio | 0.62 | 0.59 | 105% |
| Fund Existence | 26 years | 35 years | - |
| Gain YTD | 0.654 | -2.198 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36M | 471M | 8% |
| Annual Yield % from dividends | 2.56 | 3.15 | 81% |
| Returns for 1 year | 1.74 | -0.74 | -234% |
| Returns for 3 years | 5.14 | 5.36 | 96% |
| Returns for 5 years | -0.90 | 0.98 | -91% |
| Returns for 10 years | 13.41 | 6.22 | 216% |
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