BVATX vs CFMOX

Both BVATX and CFMOX are mutual funds. BVATX has a lower 5-year return than CFMOX (2.08% vs 2.48%). BVATX has a lower expense ratio than CFMOX (0.56% vs 0.62%). Below is the comparison between BVATX and CFMOX.

BVATX CFMOX
Security Type Mutual fund Mutual fund
Segment Tax Exempt Fixed Income: Muni Single State Interm Tax Exempt Fixed Income: Muni Single State Interm
Family Sterling Capital Funds Commerce
Net Assets $65.10M $391.00M
Expense Ratio 0.56% 0.62%
Management Style active active
Dividend Yield 1.58% 1.77%
Minimum Investment $1,000,000.00 $3,000.00
YTD Return -1.15% -0.16%
1-Year Return -1.27% -1.23%
3-Year Return 3.74% 3.96%
5-Year Return 2.08% 2.48%
10-Year Return 2.47% 2.80%

BVATX description

The Fund seeks current income consistent with preservation of capital. The Fund invests at least 80% of its assets in municipal securities includes municipal notes & bonds, general obligation bonds, special revenue bonds and tax-exempt commercial paper which is exempt from federal and Virginia personal income taxes.

BVATX performance & returns

YTD Return -1.15%
1-Month Return -0.95%
3-Month Return -1.27%
1-Year Return -1.27%
3-Year Return 3.74%
5-Year Return 2.08%
10-Year Return 2.47%
BVATX expense ratio is 0.56%.

BVATX holdings

Top 10 Holdings (28.38% of Total Assets)

Name Symbol % Assets
FAIRFAX CNTY VA 5% N/A 3.29%
NORFOLK VA 5% N/A 3.15%
VIRGINIA COMMLTH TRANSN BRD FED TRANSN GRNT ANTIC REV 5% N/A 3.13%
RICHMOND VA 5% N/A 2.87%
VIRGINIA COLLEGE BLDG AUTH VA EDL FACS REV 21ST CENTY COLLEGE & EQUIP PROG N/A 2.85%
CHESAPEAKE VA 5% N/A 2.81%
MANASSAS VA 4% N/A 2.74%
Federated Hermes Treasury Obl IS TOIXX 2.58%
NEWPORT NEWS VA 5% N/A 2.49%
VIRGINIA COMWLTH TRANSN BRD TRANSN REV 5% N/A 2.47%

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CFMOX description

The Fund seeks income exempt from federal and, to the extent possible, Missouri income taxes, as is consistent with the preservation of capital. The Fund pursues this objective through investment primarily in Missouri Obligations.

CFMOX performance & returns

YTD Return -0.16%
1-Month Return -0.99%
3-Month Return -1.23%
1-Year Return -1.23%
3-Year Return 3.96%
5-Year Return 2.48%
10-Year Return 2.80%
CFMOX expense ratio is 0.62%.

CFMOX holdings

Top 10 Holdings (15.73% of Total Assets)

Name Symbol % Assets
State Street Instl US Govt MMkt Premier GVMXX 3.96%
MISSOURI ST HEALTH & EDL FACS AUTH REV 0.09% N/A 2.26%
KANSAS CITY MO 4.5% N/A 1.50%
MISSOURI ST HEALTH & EDL FACS AUTH EDL FACS REV 0.1% N/A 1.31%
MISSOURI DEV FIN BRD CULTURAL FACS REV 0.1% N/A 1.31%
GREENE CNTY MO 5% N/A 1.20%
MISSOURI ST HEALTH & EDL FACS AUTH HEALTH FACS REV 5% N/A 1.15%
BLAIR OAKS R-II SCH DIST MO 5% N/A 1.04%
COLUMBIA MO WTR & ELEC REV 5% N/A 1.01%
HANNIBAL MO INDL DEV AUTH HEALTH FACS REV 5% N/A 0.99%

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