BOPIX
Price
$28.82
Change
+$0.22 (+0.77%)
Updated
Jul 3 closing price
Net Assets
390.41M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$28.82
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets390.41M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BOPIX vs VTSMX Comparison Chart in %
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BOPIX vs. VTSMX commentary
Jul 06, 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 StrongBuy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BOPIX (390M). 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: 31.19 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 : 13.89 vs. BOPIX (0.91). VTSMX return over 5 years is better than : 95.59 vs. BOPIX (20.24).
BOPIXVTSMXBOPIX / VTSMX
Total Expense Ratio0.860.14614%
Annual Report Gross Expense Ratio0.860.14614%
Fund Existence22 years33 years-
Gain YTD3.8936.42161%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets390M1.82T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year0.9113.897%
Returns for 3 years5.7662.089%
Returns for 5 years20.2495.5921%
Returns for 10 years16.84198.059%
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