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BAEIX vs VIVAX
BAEIX vs VIVAX Comparison
Open Charts BAEIX vs VIVAX
Sterling Capital Equity Income A
Price$22.16
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.25B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BAEIX vs VIVAX Comparison Chart in %
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BAEIX vs. VIVAX commentary
Jul 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 BAEIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BAEIX (1.25B). VIVAX pays higher dividends than BAEIX: VIVAX (2.06) vs BAEIX (1.05). BAEIX was incepted earlier than VIVAX: BAEIX (21 years) vs VIVAX (33 years). BAEIX (1.08) is less costly to investors than VIVAX (0.17). BAEIX is a more actively managed with annual turnover of: 39.43 vs. VIVAX (9.00). BAEIX has a lower initial minimum investment than VIVAX: BAEIX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. BAEIX (-16.66). VIVAX return over 5 years is better than : 80.14 vs. BAEIX (24.27).
| BAEIX | VIVAX | BAEIX / VIVAX | |
| Total Expense Ratio | 1.08 | 0.17 | 635% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 2.652 | 6.209 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 189B | 1% |
| Annual Yield % from dividends | 1.05 | 2.06 | 51% |
| Returns for 1 year | -16.66 | 12.04 | -138% |
| Returns for 3 years | -11.46 | 35.16 | -33% |
| Returns for 5 years | 24.27 | 80.14 | 30% |
| Returns for 10 years | 36.94 | 115.74 | 32% |