BOPIX
Price
$29.27
Change
+$0.16 (+0.55%)
Updated
Jul 25 closing price
Net Assets
392.81M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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BOPIX vs VTSMX

Header iconBOPIX vs VTSMX Comparison
Open Charts BOPIX vs VTSMXBanner chart's image
Sterling Capital Special Opps Inst
Price$29.27
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets392.81M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
BOPIX vs VTSMX Comparison Chart in %
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BOPIX 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 BOPIX is a Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BOPIX (393M). VTSMX pays higher dividends than BOPIX: VTSMX (1.12) vs BOPIX (0.00). BOPIX was incepted earlier than VTSMX: BOPIX (22 years) vs VTSMX (33 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 : 17.75 vs. BOPIX (3.28). VTSMX return over 5 years is better than : 93.51 vs. BOPIX (16.67).
BOPIXVTSMXBOPIX / VTSMX
Total Expense Ratio0.860.14614%
Annual Report Gross Expense Ratio0.860.14614%
Fund Existence22 years33 years-
Gain YTD5.5168.28767%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets393M1.91T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year3.2817.7518%
Returns for 3 years3.6560.606%
Returns for 5 years16.6793.5118%
Returns for 10 years17.02200.978%
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