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BOPAX vs VTSMX
BOPAX vs VTSMX Comparison
Open Charts BOPAX vs VTSMX
Sterling Capital Special Opps A
Price$25.37
Change-$0.24 (-0.94%)
VolumeN/A
Net Assets390.41M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BOPAX vs VTSMX Comparison Chart in %
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BOPAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BOPAX (390M). 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: 31.19 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 : 13.89 vs. BOPAX (-1.04). VTSMX return over 5 years is better than : 95.59 vs. BOPAX (13.27).
| 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 | 3.768 | 6.421 | 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 | 1.12 | - |
| Returns for 1 year | -1.04 | 13.89 | -8% |
| Returns for 3 years | 0.99 | 62.08 | 2% |
| Returns for 5 years | 13.27 | 95.59 | 14% |
| Returns for 10 years | 6.85 | 198.05 | 3% |
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