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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$34.53
Change+$0.12 (+0.35%)
VolumeN/A
Net Assets47.19M
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
BBISX vs VVIAX Comparison Chart in %
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BBISX vs. VVIAX commentary
Oct 19, 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 BBISX is a Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. BBISX (47.2M). VVIAX pays higher dividends than BBISX: VVIAX (2.08) vs BBISX (1.61). BBISX was incepted earlier than VVIAX: BBISX (33 years) vs VVIAX (25 years). BBISX (0.78) is less costly to investors than VVIAX (0.05). BBISX is a more actively managed with annual turnover of: 99.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than BBISX: VVIAX (3000) vs BBISX (1000000). BBISX annual gain was more profitable for investors over the last year : 13.27 vs. VVIAX (4.64). BBISX return over 5 years is better than : 113.70 vs. VVIAX (71.80).
| BBISX | VVIAX | BBISX / VVIAX | |
| Total Expense Ratio | 0.78 | 0.05 | 1,560% |
| Annual Report Gross Expense Ratio | 0.78 | 0.05 | 1,560% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 16.274 | 9.746 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.2M | 208B | 0% |
| Annual Yield % from dividends | 1.61 | 2.08 | 77% |
| Returns for 1 year | 13.27 | 4.64 | 286% |
| Returns for 3 years | 69.69 | 43.00 | 162% |
| Returns for 5 years | 113.70 | 71.80 | 158% |
| Returns for 10 years | 140.96 | 129.42 | 109% |
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