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BOPAX vs VTSMX
BOPAX vs VTSMX Comparison
Open Charts BOPAX vs VTSMX
Sterling Capital Special Opps A
Price$26.01
Change+$0.15 (+0.58%)
VolumeN/A
Net Assets392.81M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
BOPAX vs VTSMX Comparison Chart in %
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BOPAX vs. VTSMX commentary
Jul 28, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BOPAX (393M). VTSMX pays higher dividends than BOPAX: VTSMX (1.12) vs BOPAX (0.00). BOPAX was incepted earlier than VTSMX: BOPAX (22 years) vs VTSMX (33 years). BOPAX (1.11) is less costly to investors than VTSMX (0.14). BOPAX is a more actively managed with annual turnover of: 41.68 vs. VTSMX (2.00). BOPAX has a lower initial minimum investment than VTSMX: BOPAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. BOPAX (1.29). VTSMX return over 5 years is better than : 93.51 vs. BOPAX (9.93).
| BOPAX | VTSMX | BOPAX / VTSMX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.11 | 0.14 | 793% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 5.389 | 8.287 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 1.29 | 17.75 | 7% |
| Returns for 3 years | -0.99 | 60.60 | -2% |
| Returns for 5 years | 9.93 | 93.51 | 11% |
| Returns for 10 years | 7.05 | 200.97 | 4% |
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