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BVATX vs USVAX
BVATX vs USVAX Comparison
Open Charts BVATX vs USVAX
Sterling Capital VA Interm Tax-Free I
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets32.5M
Victory VA Bond
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets465.4M
BVATX vs USVAX Comparison Chart in %
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BVATX vs. USVAX commentary
Sep 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 Buy and USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 465M vs. BVATX (32.5M). USVAX pays higher dividends than BVATX: USVAX (3.22) vs BVATX (2.59). 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 : 1.88 vs. USVAX (-0.01). USVAX return over 5 years is better than : 2.41 vs. BVATX (0.41).
| 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 | 2.694 | 0.607 | 444% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5M | 465M | 7% |
| Annual Yield % from dividends | 2.59 | 3.22 | 80% |
| Returns for 1 year | 1.88 | -0.01 | -12,990% |
| Returns for 3 years | 7.99 | 10.63 | 75% |
| Returns for 5 years | 0.41 | 2.41 | 17% |
| Returns for 10 years | 15.25 | 9.37 | 163% |
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