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BAEIX vs VIVAX
BAEIX vs VIVAX Comparison
Open Charts BAEIX vs VIVAX
Sterling Capital Equity Income A
Price$22.21
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.11B
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
BAEIX vs VIVAX Comparison Chart in %
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BAEIX vs. VIVAX commentary
Sep 09, 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: 203B vs. BAEIX (1.11B). VIVAX pays higher dividends than BAEIX: VIVAX (1.99) vs BAEIX (1.03). 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 : 8.93 vs. BAEIX (-19.34). VIVAX return over 5 years is better than : 70.93 vs. BAEIX (16.58).
| 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 | 2.884 | 7.648 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 203B | 1% |
| Annual Yield % from dividends | 1.03 | 1.99 | 52% |
| Returns for 1 year | -19.34 | 8.93 | -217% |
| Returns for 3 years | -14.48 | 31.79 | -46% |
| Returns for 5 years | 16.58 | 70.93 | 23% |
| Returns for 10 years | 45.86 | 132.80 | 35% |
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