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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$33.32
Change-$0.15 (-0.45%)
VolumeN/A
Net Assets43.59M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
BBISX vs VVIAX Comparison Chart in %
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BBISX 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 BBISX is a Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. BBISX (43.6M). VVIAX pays higher dividends than BBISX: VVIAX (2.18) vs BBISX (1.73). 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 : 17.66 vs. VVIAX (7.91). BBISX return over 5 years is better than : 107.55 vs. VVIAX (68.54).
| 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 | 11.800 | 6.517 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6M | 196B | 0% |
| Annual Yield % from dividends | 1.73 | 2.18 | 79% |
| Returns for 1 year | 17.66 | 7.91 | 223% |
| Returns for 3 years | 48.96 | 25.93 | 189% |
| Returns for 5 years | 107.55 | 68.54 | 157% |
| Returns for 10 years | 121.46 | 114.61 | 106% |
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