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BOPAX vs VFIAX
BOPAX vs VFIAX Comparison
Open Charts BOPAX vs VFIAX
Sterling Capital Special Opps A
Price$25.43
Change-$0.14 (-0.55%)
VolumeN/A
Net Assets386.29M
Vanguard 500 Index Admiral
Price$578.67
Change+$0.81 (+0.14%)
VolumeN/A
Net Assets1.49T
BOPAX vs VFIAX Comparison Chart in %
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BOPAX vs. VFIAX commentary
Jul 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. BOPAX (386M). VFIAX pays higher dividends than BOPAX: VFIAX (1.21) 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: 41.68 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 : 12.17 vs. BOPAX (-2.68). VFIAX return over 5 years is better than : 96.74 vs. BOPAX (11.24).
| 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 | 3.039 | 6.491 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 1.49T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -2.68 | 12.17 | -22% |
| Returns for 3 years | 0.71 | 64.07 | 1% |
| Returns for 5 years | 11.24 | 96.74 | 12% |
| Returns for 10 years | 3.82 | 197.21 | 2% |