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BOPCX vs VTSMX
BOPCX vs VTSMX Comparison
Open Charts BOPCX vs VTSMX
Sterling Capital Special Opps C
Price$14.71
Change-$0.20 (-1.34%)
VolumeN/A
Net Assets374.39M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
BOPCX vs VTSMX Comparison Chart
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BOPCX vs. VTSMX commentary
Jun 16, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BOPCX (374M). VTSMX pays higher dividends than BOPCX: VTSMX (1.18) vs BOPCX (0.00). BOPCX was incepted earlier than VTSMX: BOPCX (22 years) vs VTSMX (33 years). BOPCX (1.86) is less costly to investors than VTSMX (0.14). BOPCX is a more actively managed with annual turnover of: 31.19 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 : 10.06 vs. BOPCX (-14.08). VTSMX return over 5 years is better than : 91.36 vs. BOPCX (-15.85).
| 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 | 33 years | - |
| Gain YTD | -1.868 | 1.349 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -14.08 | 10.06 | -140% |
| Returns for 3 years | -20.74 | 57.59 | -36% |
| Returns for 5 years | -15.85 | 91.36 | -17% |
| Returns for 10 years | -30.86 | 178.92 | -17% |
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