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BAEIX vs VIVIX
BAEIX vs VIVIX Comparison
Open Charts BAEIX vs VIVIX
Sterling Capital Equity Income A
Price$22.16
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.25B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BAEIX vs VIVIX Comparison Chart in %
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BAEIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. BAEIX (1.25B). VIVIX pays higher dividends than BAEIX: VIVIX (2.19) vs BAEIX (1.05). BAEIX was incepted earlier than VIVIX: BAEIX (21 years) vs VIVIX (27 years). BAEIX (1.08) is less costly to investors than VIVIX (0.04). BAEIX is a more actively managed with annual turnover of: 39.43 vs. VIVIX (9.00). BAEIX has a lower initial minimum investment than VIVIX: BAEIX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. BAEIX (-16.66). VIVIX return over 5 years is better than : 80.14 vs. BAEIX (24.27).
| BAEIX | VIVIX | BAEIX / VIVIX | |
| Total Expense Ratio | 1.08 | 0.04 | 2,700% |
| Annual Report Gross Expense Ratio | 1.08 | 0.04 | 2,700% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 2.652 | 6.215 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 189B | 1% |
| Annual Yield % from dividends | 1.05 | 2.19 | 48% |
| Returns for 1 year | -16.66 | 12.05 | -138% |
| Returns for 3 years | -11.46 | 35.17 | -33% |
| Returns for 5 years | 24.27 | 80.14 | 30% |
| Returns for 10 years | 36.94 | 115.68 | 32% |
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