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BOPIX vs VTSAX
BOPIX vs VTSAX Comparison
Open Charts BOPIX vs VTSAX
Sterling Capital Special Opps Inst
Price$26.78
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets376.39M
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
BOPIX vs VTSAX Comparison Chart in %
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BOPIX vs. VTSAX commentary
Dec 26, 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 BOPIX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. BOPIX (376M). VTSAX pays higher dividends than BOPIX: VTSAX (1.11) vs BOPIX (0.00). BOPIX was incepted earlier than VTSAX: BOPIX (23 years) vs VTSAX (25 years). BOPIX (0.86) is less costly to investors than VTSAX (0.04). BOPIX is a more actively managed with annual turnover of: 41.68 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than BOPIX: VTSAX (3000) vs BOPIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. BOPIX (-5.77). VTSAX return over 5 years is better than : 76.83 vs. BOPIX (-10.38).
| BOPIX | VTSAX | BOPIX / VTSAX | |
| Total Expense Ratio | 0.86 | 0.04 | 2,150% |
| Annual Report Gross Expense Ratio | 0.86 | 0.04 | 2,150% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -3.461 | 17.379 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | -5.77 | 14.43 | -40% |
| Returns for 3 years | 6.31 | 78.05 | 8% |
| Returns for 5 years | -10.38 | 76.83 | -14% |
| Returns for 10 years | 23.35 | 235.67 | 10% |
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