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BMPEX vs VFIAX
BMPEX vs VFIAX Comparison
Open Charts BMPEX vs VFIAX
Beck Mack + Oliver Partners
Price$25.16
Change-$0.16 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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BMPEX vs VFIAX Comparison Chart
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BMPEX vs. VFIAX commentary
Sep 21, 2024
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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. BMPEX (72.8M). 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 annual gain was more profitable for investors over the last year : 30.27 vs. VFIAX (26.45). BMPEX return over 5 years is better than : 108.83 vs. VFIAX (87.65).
| 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 | 15.096 | 18.190 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.8M | 1.24T | 0% |
| Annual Yield % from dividends | 0.03 | 1.32 | 2% |
| Returns for 1 year | 30.27 | 26.45 | 114% |
| Returns for 3 years | 29.31 | 26.76 | 110% |
| Returns for 5 years | 108.83 | 87.65 | 124% |
| Returns for 10 years | 77.81 | 182.25 | 43% |
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