Ad is loading...
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 Assets40.14M
Victory VA Bond
Price$10.14
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets470.2M
BVATX vs UVABX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVATX vs. UVABX commentary
Apr 30, 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: 470M vs. BVATX (40.1M). UVABX pays higher dividends than BVATX: UVABX (2.78) vs BVATX (2.52). 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 (5.00). 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 : 0.94 vs. UVABX (0.59). UVABX return over 5 years is better than : 3.41 vs. BVATX (0.58).
| 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 | -0.915 | -2.676 | 34% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1M | 470M | 9% |
| Annual Yield % from dividends | 2.52 | 2.78 | 90% |
| Returns for 1 year | 0.94 | 0.59 | 160% |
| Returns for 3 years | 4.47 | 3.32 | 135% |
| Returns for 5 years | 0.58 | 3.41 | 17% |
| Returns for 10 years | 11.34 | 3.48 | 326% |
View a ticker or compare two or three
VS
VS
Ad is loading...