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BMPEX vs VFIAX
BMPEX vs VFIAX Comparison
Open Charts BMPEX vs VFIAX
Beck Mack + Oliver Partners
Price$27.60
Change-$0.26 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
BMPEX vs VFIAX Comparison Chart
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BMPEX vs. VFIAX commentary
Dec 19, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. BMPEX (80.1M). 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 (27.93) and VFIAX (27.64) have marching annual gain over last year. BMPEX return over 5 years is better than : 113.97 vs. VFIAX (88.64).
| 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 | 26.258 | 27.303 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.1M | 1.37T | 0% |
| Annual Yield % from dividends | 0.03 | 1.32 | 2% |
| Returns for 1 year | 27.93 | 27.64 | 101% |
| Returns for 3 years | 35.72 | 30.99 | 115% |
| Returns for 5 years | 113.97 | 88.64 | 129% |
| Returns for 10 years | 115.29 | 193.66 | 60% |
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