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BAEIX vs VIVAX
BAEIX vs VIVAX Comparison
Open Charts BAEIX vs VIVAX
Sterling Capital Equity Income A
Price$17.47
Change+$0.19 (+1.10%)
VolumeN/A
Net Assets831.35M
Vanguard Value Index I
Price$75.10
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
BAEIX vs VIVAX Comparison Chart in %
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BAEIX vs. VIVAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. BAEIX (831M). VIVAX pays higher dividends than BAEIX: VIVAX (1.93) vs BAEIX (0.99). 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 : 10.16 vs. BAEIX (-22.20). VIVAX return over 5 years is better than : 63.66 vs. BAEIX (-17.81).
| 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 | -18.882 | 14.146 | -133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 216B | 0% |
| Annual Yield % from dividends | 0.99 | 1.93 | 51% |
| Returns for 1 year | -22.20 | 10.16 | -219% |
| Returns for 3 years | -31.06 | 34.53 | -90% |
| Returns for 5 years | -17.81 | 63.66 | -28% |
| Returns for 10 years | 24.68 | 139.88 | 18% |
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