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BMPEX vs VFIAX
BMPEX vs VFIAX Comparison
Open Charts BMPEX vs VFIAX
Beck Mack + Oliver Partners
Price$26.86
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets77.43M
Vanguard 500 Index Admiral
Price$581.35
Change-$0.02 (-0.00%)
VolumeN/A
Net Assets1.49T
BMPEX vs VFIAX Comparison Chart in %
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BMPEX vs. VFIAX commentary
Jul 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. BMPEX (77.4M). VFIAX pays higher dividends than BMPEX: VFIAX (1.21) vs BMPEX (0.00). BMPEX was incepted earlier than VFIAX: BMPEX (16 years) vs VFIAX (25 years). BMPEX (1.61) is less costly to investors than VFIAX (0.04). 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). VFIAX annual gain was more profitable for investors over the last year : 12.76 vs. BMPEX (9.45). BMPEX return over 5 years is better than : 126.03 vs. VFIAX (95.46).
| BMPEX | VFIAX | BMPEX / VFIAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.61 | 0.04 | 4,025% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 1.657 | 7.137 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.4M | 1.49T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 9.45 | 12.76 | 74% |
| Returns for 3 years | 63.58 | 64.53 | 99% |
| Returns for 5 years | 126.03 | 95.46 | 132% |
| Returns for 10 years | 120.67 | 196.29 | 61% |
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