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BOPAX vs VFIAX
BOPAX vs VFIAX Comparison
Open Charts BOPAX vs VFIAX
Sterling Capital Special Opps A
Price$21.98
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets351.05M
Vanguard 500 Index Admiral
Price$498.97
Change+$3.94 (+0.80%)
VolumeN/A
Net Assets1.32T
BOPAX vs VFIAX Comparison Chart
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BOPAX vs. VFIAX commentary
Apr 15, 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 BOPAX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. BOPAX (351M). VFIAX pays higher dividends than BOPAX: VFIAX (1.35) vs BOPAX (0.00). BOPAX was incepted earlier than VFIAX: BOPAX (22 years) vs VFIAX (24 years). BOPAX (1.11) is less costly to investors than VFIAX (0.04). BOPAX is a more actively managed with annual turnover of: 31.19 vs. VFIAX (2.00). BOPAX has a lower initial minimum investment than VFIAX: BOPAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 4.72 vs. BOPAX (-11.93). VFIAX return over 5 years is better than : 92.73 vs. BOPAX (9.52).
| BOPAX | VFIAX | BOPAX / VFIAX | |
| Total Expense Ratio | 1.11 | 0.04 | 2,775% |
| Annual Report Gross Expense Ratio | 1.11 | 0.04 | 2,775% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -11.467 | -8.781 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 1.32T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -11.93 | 4.72 | -253% |
| Returns for 3 years | -25.76 | 22.17 | -116% |
| Returns for 5 years | 9.52 | 92.73 | 10% |
| Returns for 10 years | -6.47 | 158.11 | -4% |
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