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BAEIX vs VIVAX
BAEIX vs VIVAX Comparison
Open Charts BAEIX vs VIVAX
Sterling Capital Equity Income A
Price$22.10
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets1.2B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BAEIX vs VIVAX Comparison Chart in %
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BAEIX vs. VIVAX commentary
Jul 28, 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: 195B vs. BAEIX (1.2B). 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: 41.82 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 : 9.76 vs. BAEIX (-18.46). VIVAX return over 5 years is better than : 74.87 vs. BAEIX (20.69).
| 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 | 2.374 | 6.724 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 195B | 1% |
| Annual Yield % from dividends | 1.05 | 2.06 | 51% |
| Returns for 1 year | -18.46 | 9.76 | -189% |
| Returns for 3 years | -12.58 | 34.31 | -37% |
| Returns for 5 years | 20.69 | 74.87 | 28% |
| Returns for 10 years | 35.57 | 116.32 | 31% |
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