Interact to see
Advertisement
Advertisement
BOPAX vs VTSMX
BOPAX vs VTSMX Comparison
Open Charts BOPAX vs VTSMX
Sterling Capital Special Opps A
Price$23.35
Change-$0.18 (-0.76%)
VolumeN/A
Net Assets376.34M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
BOPAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BOPAX vs. VTSMX commentary
Jan 15, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. BOPAX (376M). 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 : 18.29 vs. BOPAX (-4.97). VTSMX return over 5 years is better than : 73.62 vs. BOPAX (-19.59).
| 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 | 1.832 | 1.679 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -4.97 | 18.29 | -27% |
| Returns for 3 years | -5.62 | 70.89 | -8% |
| Returns for 5 years | -19.59 | 73.62 | -27% |
| Returns for 10 years | 21.89 | 270.34 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JNPSX | 24.29 | 0.15 | +0.62% |
| Janus Henderson Small Cap Value D | |||
| RGFTX | 9.97 | 0.06 | +0.61% |
| Russell Inv Global Infrastructure M | |||
| NWHHX | 15.90 | 0.08 | +0.51% |
| Nationwide Bailard Cogntv Val Instl Svc | |||
| NEWFX | 97.05 | -0.26 | -0.27% |
| American Funds New World A | |||
| ICIEX | 22.73 | -0.12 | -0.53% |
| Nomura Core Equity Fund Class I | |||