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BAEIX vs VVIAX
BAEIX vs VVIAX Comparison
Open Charts BAEIX vs VVIAX
Sterling Capital Equity Income A
Price$22.13
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.16B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
BAEIX vs VVIAX Comparison Chart in %
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BAEIX vs. VVIAX commentary
Aug 18, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. BAEIX (1.16B). VVIAX pays higher dividends than BAEIX: VVIAX (2.18) vs BAEIX (1.06). BAEIX was incepted earlier than VVIAX: BAEIX (21 years) vs VVIAX (25 years). BAEIX (1.08) is less costly to investors than VVIAX (0.05). BAEIX is a more actively managed with annual turnover of: 41.82 vs. VVIAX (9.00). BAEIX has a lower initial minimum investment than VVIAX: BAEIX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. BAEIX (-19.40). VVIAX return over 5 years is better than : 68.54 vs. BAEIX (15.99).
| BAEIX | VVIAX | BAEIX / VVIAX | |
| Total Expense Ratio | 1.08 | 0.05 | 2,160% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 2.513 | 6.517 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 196B | 1% |
| Annual Yield % from dividends | 1.06 | 2.18 | 49% |
| Returns for 1 year | -19.40 | 7.91 | -245% |
| Returns for 3 years | -18.58 | 25.93 | -72% |
| Returns for 5 years | 15.99 | 68.54 | 23% |
| Returns for 10 years | 35.33 | 114.61 | 31% |
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