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BMPEX vs VFINX
BMPEX vs VFINX Comparison
Open Charts BMPEX vs VFINX
Beck Mack + Oliver Partners
Price$27.00
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets77.75M
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
BMPEX vs VFINX Comparison Chart
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BMPEX vs. VFINX commentary
Jan 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. BMPEX (77.7M). VFINX pays higher dividends than BMPEX: VFINX (1.24) vs BMPEX (0.03). BMPEX was incepted earlier than VFINX: BMPEX (15 years) vs VFINX (48 years). BMPEX is a more actively managed with annual turnover of: 11.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than BMPEX: VFINX (0) vs BMPEX (2500). BMPEX (26.29) and VFINX (25.53) have marching annual gain over last year. BMPEX return over 5 years is better than : 100.87 vs. VFINX (80.24).
| BMPEX | VFINX | BMPEX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 48 years | - |
| Gain YTD | 1.695 | 2.006 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7M | 1.35T | 0% |
| Annual Yield % from dividends | 0.03 | 1.24 | 2% |
| Returns for 1 year | 26.29 | 25.53 | 103% |
| Returns for 3 years | 34.15 | 31.14 | 110% |
| Returns for 5 years | 100.87 | 80.24 | 126% |
| Returns for 10 years | 120.75 | 197.00 | 61% |
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