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BAEIX vs VIVIX
BAEIX vs VIVIX Comparison
Open Charts BAEIX vs VIVIX
Sterling Capital Equity Income A
Price$21.60
Change-$0.23 (-1.05%)
VolumeN/A
Net Assets1.25B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
BAEIX vs VIVIX Comparison Chart
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BAEIX vs. VIVIX commentary
Jun 16, 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 (2.29) vs BAEIX (1.30). 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 : 8.01 vs. BAEIX (-19.25). VIVIX return over 5 years is better than : 72.56 vs. BAEIX (21.92).
| 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 | -0.219 | 2.452 | -9% |
| 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 | 1.30 | 2.29 | 57% |
| Returns for 1 year | -19.25 | 8.01 | -240% |
| Returns for 3 years | -10.11 | 32.19 | -31% |
| Returns for 5 years | 21.92 | 72.56 | 30% |
| Returns for 10 years | 31.24 | 103.54 | 30% |
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