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BOPAX vs VFIAX
BOPAX vs VFIAX Comparison
Open Charts BOPAX vs VFIAX
Sterling Capital Special Opps A
Price$24.35
Change+$0.33 (+1.37%)
VolumeN/A
Net Assets372M
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
BOPAX vs VFIAX Comparison Chart
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BOPAX vs. VFIAX commentary
Jun 07, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. BOPAX (372M). VFIAX pays higher dividends than BOPAX: VFIAX (1.28) vs BOPAX (0.00). BOPAX was incepted earlier than VFIAX: BOPAX (22 years) vs VFIAX (25 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 : 10.99 vs. BOPAX (-5.84). VFIAX return over 5 years is better than : 85.80 vs. BOPAX (2.87).
| 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 | 25 years | - |
| Gain YTD | -2.674 | 1.208 | -221% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 1.43T | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -5.84 | 10.99 | -53% |
| Returns for 3 years | -12.40 | 42.76 | -29% |
| Returns for 5 years | 2.87 | 85.80 | 3% |
| Returns for 10 years | 1.48 | 185.59 | 1% |
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