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BOPAX vs VFIAX
BOPAX vs VFIAX Comparison
Open Charts BOPAX vs VFIAX
Sterling Capital Special Opps A
Price$24.49
Change-$0.76 (-3.01%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
BOPAX vs VFIAX Comparison Chart
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BOPAX vs. VFIAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. BOPAX (444M). 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 : 27.64 vs. BOPAX (4.86). VFIAX return over 5 years is better than : 88.64 vs. BOPAX (0.60).
| 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 | 4.038 | 27.303 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 1.37T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 4.86 | 27.64 | 18% |
| Returns for 3 years | -18.28 | 30.99 | -59% |
| Returns for 5 years | 0.60 | 88.64 | 1% |
| Returns for 10 years | 12.34 | 193.66 | 6% |
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