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BOPIX vs VTSMX
BOPIX vs VTSMX Comparison
Open Charts BOPIX vs VTSMX
Sterling Capital Special Opps Inst
Price$25.76
Change-$4.89 (-15.95%)
VolumeN/A
Net Assets361.36M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
BOPIX vs VTSMX Comparison Chart in %
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BOPIX vs. VTSMX commentary
Feb 04, 2026
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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. BOPIX (361M). VTSMX pays higher dividends than BOPIX: VTSMX (1.00) vs BOPIX (0.00). BOPIX was incepted earlier than VTSMX: BOPIX (23 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: 38.82 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 : 14.79 vs. BOPIX (-8.03). VTSMX return over 5 years is better than : 68.19 vs. BOPIX (-19.60).
| BOPIX | VTSMX | BOPIX / VTSMX | |
| Total Expense Ratio | 0.86 | 0.14 | 614% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | -2.645 | 1.373 | -193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | -8.03 | 14.79 | -54% |
| Returns for 3 years | -7.60 | 63.99 | -12% |
| Returns for 5 years | -19.60 | 68.19 | -29% |
| Returns for 10 years | 29.57 | 270.18 | 11% |
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