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BOPIX vs VTSMX
BOPIX vs VTSMX Comparison
Open Charts BOPIX vs VTSMX
Sterling Capital Special Opps Inst
Price$30.44
Change-$0.56 (-1.81%)
VolumeN/A
Net Assets392.35M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
BOPIX vs VTSMX Comparison Chart in %
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BOPIX vs. VTSMX commentary
Nov 14, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. BOPIX (392M). VTSMX pays higher dividends than BOPIX: VTSMX (1.02) vs BOPIX (0.00). BOPIX was incepted earlier than VTSMX: BOPIX (22 years) vs VTSMX (34 years). BOPIX (0.86) is less costly to investors than VTSMX (0.14). BOPIX is a more actively managed with annual turnover of: 41.68 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BOPIX: VTSMX (3000) vs BOPIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. BOPIX (-6.68). VTSMX return over 5 years is better than : 83.98 vs. BOPIX (5.79).
| BOPIX | VTSMX | BOPIX / VTSMX | |
| Total Expense Ratio | 0.86 | 0.14 | 614% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 22 years | 34 years | - |
| Gain YTD | 9.733 | 15.972 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -6.68 | 13.42 | -50% |
| Returns for 3 years | 7.75 | 68.22 | 11% |
| Returns for 5 years | 5.79 | 83.98 | 7% |
| Returns for 10 years | 22.67 | 235.40 | 10% |
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