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BVATX vs UVABX
BVATX vs UVABX Comparison
Open Charts BVATX vs UVABX
Sterling Capital VA Interm Tax-Free I
Price$10.95
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets34.96M
Victory VA Bond
Price$10.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets460.7M
BVATX vs UVABX Comparison Chart in %
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BVATX vs. UVABX commentary
Aug 07, 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: 461M vs. BVATX (35M). UVABX pays higher dividends than BVATX: UVABX (2.97) vs BVATX (2.59). BVATX was incepted earlier than UVABX: BVATX (26 years) vs UVABX (15 years). UVABX (0.91) 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 : 0.31 vs. UVABX (-3.64). BVATX return over 5 years is better than : -1.92 vs. UVABX (-2.38).
| BVATX | UVABX | BVATX / UVABX | |
| Total Expense Ratio | 0.62 | 0.80 | 77% |
| Annual Report Gross Expense Ratio | 0.62 | 0.91 | 68% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 0.986 | -2.449 | -40% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35M | 461M | 8% |
| Annual Yield % from dividends | 2.59 | 2.97 | 87% |
| Returns for 1 year | 0.31 | -3.64 | -9% |
| Returns for 3 years | 3.73 | 2.34 | 159% |
| Returns for 5 years | -1.92 | -2.38 | 81% |
| Returns for 10 years | 13.27 | 4.00 | 332% |