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BOPCX vs VTSMX
BOPCX vs VTSMX Comparison
Open Charts BOPCX vs VTSMX
Sterling Capital Special Opps C
Price$15.72
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets392.81M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
BOPCX vs VTSMX Comparison Chart in %
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BOPCX vs. VTSMX commentary
Jul 28, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BOPCX (393M). VTSMX pays higher dividends than BOPCX: VTSMX (1.12) 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: 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 : 17.75 vs. BOPCX (-8.71). VTSMX return over 5 years is better than : 93.51 vs. BOPCX (-16.78).
| 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 | 4.870 | 8.287 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | -8.71 | 17.75 | -49% |
| Returns for 3 years | -20.89 | 60.60 | -34% |
| Returns for 5 years | -16.78 | 93.51 | -18% |
| Returns for 10 years | -27.10 | 200.97 | -13% |
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