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BMPEX vs VFIAX
BMPEX vs VFIAX Comparison
Open Charts BMPEX vs VFIAX
Beck Mack + Oliver Partners
Price$27.00
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets77.75M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
BMPEX vs VFIAX Comparison Chart
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BMPEX vs. VFIAX commentary
Jan 19, 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 BMPEX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. BMPEX (77.7M). VFIAX pays higher dividends than BMPEX: VFIAX (1.32) vs BMPEX (0.03). BMPEX was incepted earlier than VFIAX: BMPEX (15 years) vs VFIAX (24 years). BMPEX is a more actively managed with annual turnover of: 11.00 vs. VFIAX (2.00). BMPEX has a lower initial minimum investment than VFIAX: BMPEX (2500) vs VFIAX (3000). BMPEX (26.29) and VFIAX (25.54) have marching annual gain over last year. BMPEX return over 5 years is better than : 100.87 vs. VFIAX (80.23).
| BMPEX | VFIAX | BMPEX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 1.695 | 2.010 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7M | 1.35T | 0% |
| Annual Yield % from dividends | 0.03 | 1.32 | 2% |
| Returns for 1 year | 26.29 | 25.54 | 103% |
| Returns for 3 years | 34.15 | 31.13 | 110% |
| Returns for 5 years | 100.87 | 80.23 | 126% |
| Returns for 10 years | 120.75 | 196.98 | 61% |