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BOPCX vs VTSMX
BOPCX vs VTSMX Comparison
Open Charts BOPCX vs VTSMX
Sterling Capital Special Opps C
Price$16.19
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets386.7M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
BOPCX vs VTSMX Comparison Chart in %
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BOPCX vs. VTSMX commentary
Oct 19, 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 BOPCX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. BOPCX (387M). VTSMX pays higher dividends than BOPCX: VTSMX (1.04) vs BOPCX (0.00). BOPCX was incepted earlier than VTSMX: BOPCX (22 years) vs VTSMX (34 years). BOPCX (1.86) is less costly to investors than VTSMX (0.14). BOPCX is a more actively managed with annual turnover of: 41.68 vs. VTSMX (2.00). BOPCX has a lower initial minimum investment than VTSMX: BOPCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. BOPCX (-14.56). VTSMX return over 5 years is better than : 84.86 vs. BOPCX (-21.10).
| BOPCX | VTSMX | BOPCX / VTSMX | |
| Total Expense Ratio | 1.86 | 0.14 | 1,329% |
| Annual Report Gross Expense Ratio | 1.86 | 0.14 | 1,329% |
| Fund Existence | 22 years | 34 years | - |
| Gain YTD | 8.005 | 13.012 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | -14.56 | 13.79 | -106% |
| Returns for 3 years | -13.70 | 76.02 | -18% |
| Returns for 5 years | -21.10 | 84.86 | -25% |
| Returns for 10 years | -24.99 | 225.10 | -11% |
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