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BOPAX vs VSMPX
BOPAX vs VSMPX Comparison
Open Charts BOPAX vs VSMPX
Sterling Capital Special Opps A
Price$25.37
Change-$0.24 (-0.94%)
VolumeN/A
Net Assets390.41M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
BOPAX vs VSMPX Comparison Chart in %
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BOPAX vs. VSMPX commentary
Jul 08, 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 BOPAX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. BOPAX (390M). VSMPX pays higher dividends than BOPAX: VSMPX (1.22) vs BOPAX (0.00). BOPAX was incepted earlier than VSMPX: BOPAX (22 years) vs VSMPX (10 years). BOPAX (1.11) is less costly to investors than VSMPX (0.02). BOPAX is a more actively managed with annual turnover of: 31.19 vs. VSMPX (2.00). BOPAX has a lower initial minimum investment than VSMPX: BOPAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. BOPAX (-1.04). VSMPX return over 5 years is better than : 95.69 vs. BOPAX (13.27).
| BOPAX | VSMPX | BOPAX / VSMPX | |
| Total Expense Ratio | 1.11 | 0.02 | 5,550% |
| Annual Report Gross Expense Ratio | 1.11 | 0.02 | 5,550% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 3.768 | 6.426 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -1.04 | 13.90 | -8% |
| Returns for 3 years | 0.99 | 62.17 | 2% |
| Returns for 5 years | 13.27 | 95.69 | 14% |
| Returns for 10 years | 6.85 | 189.21 | 4% |
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