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BVATX vs USVAX
BVATX vs USVAX Comparison
Open Charts BVATX vs USVAX
Sterling Capital VA Interm Tax-Free I
Price$10.89
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets36.78M
Victory VA Bond
Price$10.06
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets468.01M
BVATX vs USVAX Comparison Chart
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BVATX vs. USVAX commentary
Jun 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: 468M vs. BVATX (36.8M). USVAX pays higher dividends than BVATX: USVAX (3.12) vs BVATX (2.55). 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 : 1.07 vs. USVAX (-1.06). USVAX return over 5 years is better than : 1.34 vs. BVATX (-1.41).
| 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 | 0.067 | -2.561 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8M | 468M | 8% |
| Annual Yield % from dividends | 2.55 | 3.12 | 82% |
| Returns for 1 year | 1.07 | -1.06 | -101% |
| Returns for 3 years | 5.54 | 6.95 | 80% |
| Returns for 5 years | -1.41 | 1.34 | -105% |
| Returns for 10 years | 13.17 | 5.73 | 230% |
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