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BOPAX vs VTSMX
BOPAX vs VTSMX Comparison
Open Charts BOPAX vs VTSMX
Sterling Capital Special Opps A
Price$22.82
Change-$0.36 (-1.55%)
VolumeN/A
Net Assets379.93M
Vanguard Total Stock Mkt Idx I
Price$163.50
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
BOPAX vs VTSMX Comparison Chart in %
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BOPAX vs. VTSMX commentary
Dec 13, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. BOPAX (380M). VTSMX pays higher dividends than BOPAX: VTSMX (1.02) vs BOPAX (0.00). BOPAX was incepted earlier than VTSMX: BOPAX (23 years) vs VTSMX (34 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 : 12.68 vs. BOPAX (-8.92). VTSMX return over 5 years is better than : 79.30 vs. BOPAX (-16.41).
| BOPAX | VTSMX | BOPAX / VTSMX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.11 | 0.14 | 793% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | -6.078 | 17.334 | -35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -8.92 | 12.68 | -70% |
| Returns for 3 years | -4.25 | 70.77 | -6% |
| Returns for 5 years | -16.41 | 79.30 | -21% |
| Returns for 10 years | 12.75 | 240.48 | 5% |
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