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BOPAX vs VSMPX
BOPAX vs VSMPX Comparison
Open Charts BOPAX vs VSMPX
Sterling Capital Special Opps A
Price$24.35
Change+$0.33 (+1.37%)
VolumeN/A
Net Assets372M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
BOPAX vs VSMPX Comparison Chart
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BOPAX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. BOPAX (372M). VSMPX pays higher dividends than BOPAX: VSMPX (1.29) vs BOPAX (0.00). BOPAX was incepted earlier than VSMPX: BOPAX (22 years) vs VSMPX (10 years). BOPAX (1.11) is less costly to investors than VSMPX (0.02). BOPAX is a more actively managed with annual turnover of: 31.19 vs. VSMPX (2.00). BOPAX has a lower initial minimum investment than VSMPX: BOPAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.97 vs. BOPAX (-5.84). VSMPX return over 5 years is better than : 81.02 vs. BOPAX (2.87).
| BOPAX | VSMPX | BOPAX / VSMPX | |
| Total Expense Ratio | 1.11 | 0.02 | 5,550% |
| Annual Report Gross Expense Ratio | 1.11 | 0.02 | 5,550% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | -2.674 | 0.837 | -319% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | -5.84 | 10.97 | -53% |
| Returns for 3 years | -12.40 | 40.40 | -31% |
| Returns for 5 years | 2.87 | 81.02 | 4% |
| Returns for 10 years | 1.48 | 171.64 | 1% |
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