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BMPEX vs VFIAX
BMPEX vs VFIAX Comparison
Open Charts BMPEX vs VFIAX
Beck Mack + Oliver Partners
Price$26.62
Change-$0.59 (-2.17%)
VolumeN/A
Net Assets76.51M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
BMPEX vs VFIAX Comparison Chart
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BMPEX vs. VFIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. BMPEX (76.5M). 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). VFIAX annual gain was more profitable for investors over the last year : 18.28 vs. BMPEX (16.09). BMPEX return over 5 years is better than : 99.67 vs. VFIAX (80.17).
| 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 | 0.264 | 2.414 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.5M | 1.41T | 0% |
| Annual Yield % from dividends | 0.03 | 1.32 | 2% |
| Returns for 1 year | 16.09 | 18.28 | 88% |
| Returns for 3 years | 39.10 | 39.78 | 98% |
| Returns for 5 years | 99.67 | 80.17 | 124% |
| Returns for 10 years | 108.49 | 184.37 | 59% |
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