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BOPIX vs VTSMX
BOPIX vs VTSMX Comparison
Open Charts BOPIX vs VTSMX
Sterling Capital Special Opps Inst
Price$27.35
Change-$0.37 (-1.33%)
VolumeN/A
Net Assets374.39M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
BOPIX vs VTSMX Comparison Chart
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BOPIX vs. VTSMX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BOPIX (374M). VTSMX pays higher dividends than BOPIX: VTSMX (1.18) 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 : 10.06 vs. BOPIX (-2.81). VTSMX return over 5 years is better than : 91.36 vs. BOPIX (17.99).
| 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 | 33 years | - |
| Gain YTD | -1.406 | 1.349 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -2.81 | 10.06 | -28% |
| Returns for 3 years | 3.83 | 57.59 | 7% |
| Returns for 5 years | 17.99 | 91.36 | 20% |
| Returns for 10 years | 10.97 | 178.92 | 6% |
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