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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-$0.76 (-3.03%)
VolumeN/A
Net Assets414.47M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
BOPAX vs VFIAX Comparison Chart
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BOPAX vs. VFIAX commentary
Feb 23, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. BOPAX (414M). VFIAX pays higher dividends than BOPAX: VFIAX (1.32) vs BOPAX (0.00). BOPAX was incepted earlier than VFIAX: BOPAX (22 years) vs VFIAX (24 years). 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 : 18.28 vs. BOPAX (-3.87). VFIAX return over 5 years is better than : 80.17 vs. BOPAX (-5.91).
| BOPAX | VFIAX | BOPAX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -1.337 | 2.414 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -3.87 | 18.28 | -21% |
| Returns for 3 years | -15.19 | 39.78 | -38% |
| Returns for 5 years | -5.91 | 80.17 | -7% |
| Returns for 10 years | 4.76 | 184.37 | 3% |
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