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BVATX vs UVABX
BVATX vs UVABX Comparison
Open Charts BVATX vs UVABX
Sterling Capital VA Interm Tax-Free I
Price$10.84
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets37.1M
Victory VA Bond
Price$10.04
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets469.2M
BVATX vs UVABX Comparison Chart
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BVATX vs. UVABX commentary
May 23, 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 UVABX is a Hold.
FUNDAMENTALS
Fundamentals
UVABX has more cash in the bank: 469M vs. BVATX (37.1M). UVABX pays higher dividends than BVATX: UVABX (2.85) vs BVATX (2.54). BVATX was incepted earlier than UVABX: BVATX (26 years) vs UVABX (15 years). UVABX (0.87) is less costly to investors than BVATX (0.62). BVATX is a more actively managed with annual turnover of: 20.54 vs. UVABX (6.00). UVABX has a lower initial minimum investment than BVATX: UVABX (2500) vs BVATX (1000000). BVATX annual gain was more profitable for investors over the last year : 1.33 vs. UVABX (-0.36). UVABX return over 5 years is better than : 0.90 vs. BVATX (-1.91).
| BVATX | UVABX | BVATX / UVABX | |
| Total Expense Ratio | 0.62 | 0.80 | 77% |
| Annual Report Gross Expense Ratio | 0.62 | 0.87 | 71% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | -0.518 | -2.721 | 19% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 469M | 8% |
| Annual Yield % from dividends | 2.54 | 2.85 | 89% |
| Returns for 1 year | 1.33 | -0.36 | -364% |
| Returns for 3 years | 5.37 | 5.15 | 104% |
| Returns for 5 years | -1.91 | 0.90 | -213% |
| Returns for 10 years | 12.64 | 4.17 | 303% |
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