Ad is loading...
Ad is loading...
BMPEX vs VFIAX
BMPEX vs VFIAX Comparison
Open Charts BMPEX vs VFIAX
Beck Mack + Oliver Partners
Price$27.49
Change-$0.24 (-0.87%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
BMPEX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMPEX vs. VFIAX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. BMPEX (79M). 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 : 38.25 vs. VFIAX (30.22). BMPEX return over 5 years is better than : 119.69 vs. VFIAX (88.12).
| 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 | 25.755 | 23.347 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79M | 1.28T | 0% |
| Annual Yield % from dividends | 0.03 | 1.32 | 2% |
| Returns for 1 year | 38.25 | 30.22 | 127% |
| Returns for 3 years | 28.54 | 24.93 | 115% |
| Returns for 5 years | 119.69 | 88.12 | 136% |
| Returns for 10 years | 98.08 | 187.71 | 52% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MXIVX | 12.72 | -0.02 | -0.16% |
| Empower International Value Inv | |||
| JIAIX | 9.21 | -0.03 | -0.32% |
| JHancock Multi-Asset High Income I | |||
| FSAAX | 15.93 | -0.12 | -0.75% |
| Fidelity Advisor Asset Manager 60% A | |||
| GALLX | 20.50 | -0.30 | -1.44% |
| Goldman Sachs Enh Core EqFund-ClassA | |||
| GFACX | 69.11 | -1.16 | -1.65% |
| American Funds Growth Fund of Amer C | |||