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BOPAX vs VTSAX
BOPAX vs VTSAX Comparison
Open Charts BOPAX vs VTSAX
Sterling Capital Special Opps A
Price$25.61
Change+$0.20 (+0.79%)
VolumeN/A
Net Assets390.41M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BOPAX vs VTSAX Comparison Chart in %
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BOPAX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. BOPAX (390M). VTSAX pays higher dividends than BOPAX: VTSAX (1.21) vs BOPAX (0.00). BOPAX was incepted earlier than VTSAX: BOPAX (22 years) vs VTSAX (25 years). BOPAX (1.11) is less costly to investors than VTSAX (0.04). BOPAX is a more actively managed with annual turnover of: 31.19 vs. VTSAX (2.00). BOPAX has a lower initial minimum investment than VTSAX: BOPAX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. BOPAX (-1.04). VTSAX return over 5 years is better than : 95.62 vs. BOPAX (13.27).
| BOPAX | VTSAX | BOPAX / VTSAX | |
| Total Expense Ratio | 1.11 | 0.04 | 2,775% |
| Annual Report Gross Expense Ratio | 1.11 | 0.04 | 2,775% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 3.768 | 6.416 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -1.04 | 13.89 | -8% |
| Returns for 3 years | 0.99 | 62.12 | 2% |
| Returns for 5 years | 13.27 | 95.62 | 14% |
| Returns for 10 years | 6.85 | 198.69 | 3% |
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