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BBISX vs VVIAX
BBISX vs VVIAX Comparison
Open Charts BBISX vs VVIAX
Sterling Capital Behav Lg Cp Val Eq
Price$36.17
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets49.86M
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
BBISX vs VVIAX Comparison Chart in %
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BBISX vs. VVIAX commentary
Dec 04, 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 Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. BBISX (49.9M). VVIAX pays higher dividends than BBISX: VVIAX (2.04) vs BBISX (1.54). 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 : 14.93 vs. VVIAX (4.76). BBISX return over 5 years is better than : 109.92 vs. VVIAX (61.18).
| 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 | 21.931 | 11.776 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9M | 208B | 0% |
| Annual Yield % from dividends | 1.54 | 2.04 | 76% |
| Returns for 1 year | 14.93 | 4.76 | 313% |
| Returns for 3 years | 58.83 | 29.82 | 197% |
| Returns for 5 years | 109.92 | 61.18 | 180% |
| Returns for 10 years | 146.20 | 127.14 | 115% |
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