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BOPAX vs VFIAX
BOPAX vs VFIAX Comparison
Open Charts BOPAX vs VFIAX
Sterling Capital Special Opps A
Price$28.83
Change-$0.49 (-1.67%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
BOPAX vs VFIAX Comparison Chart
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BOPAX vs. VFIAX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. BOPAX (445M). VFIAX pays higher dividends than BOPAX: VFIAX (1.32) vs BOPAX (0.00). BOPAX was incepted earlier than VFIAX: BOPAX (21 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 : 30.22 vs. BOPAX (8.02). VFIAX return over 5 years is better than : 88.12 vs. BOPAX (12.93).
| BOPAX | VFIAX | BOPAX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 18.789 | 23.347 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 1.28T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 8.02 | 30.22 | 27% |
| Returns for 3 years | -17.91 | 24.93 | -72% |
| Returns for 5 years | 12.93 | 88.12 | 15% |
| Returns for 10 years | 25.83 | 187.71 | 14% |
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