BOPAX
Price
$24.35
Change
-$0.76 (-3.03%)
Updated
Feb 21 closing price
Net Assets
414.47M
VSMPX
Price
$270.23
Change
-$5.12 (-1.86%)
Updated
Feb 21 closing price
Net Assets
1.84T
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BOPAX vs VSMPX

Header iconBOPAX vs VSMPX Comparison
Open Charts BOPAX vs VSMPXBanner chart's image
Sterling Capital Special Opps A
Price$24.35
Change-$0.76 (-3.03%)
VolumeN/A
Net Assets414.47M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
BOPAX vs VSMPX Comparison Chart
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VS
BOPAX vs. VSMPX 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 VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. BOPAX (414M). VSMPX pays higher dividends than BOPAX: VSMPX (1.36) vs BOPAX (0.00). BOPAX was incepted earlier than VSMPX: BOPAX (22 years) vs VSMPX (10 years). 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 : 17.62 vs. BOPAX (-3.87). VSMPX return over 5 years is better than : 74.89 vs. BOPAX (-5.91).
BOPAXVSMPXBOPAX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years10 years-
Gain YTD-1.3372.135-63%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets414M1.84T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year-3.8717.62-22%
Returns for 3 years-15.1936.83-41%
Returns for 5 years-5.9174.89-8%
Returns for 10 years4.76N/A-
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