Ad is loading...
BOPAX vs VSMPX
BOPAX vs VSMPX Comparison
Open Charts BOPAX vs VSMPX
Sterling Capital Special Opps A
Price$23.30
Change+$0.26 (+1.13%)
VolumeN/A
Net Assets363.52M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
BOPAX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BOPAX vs. VSMPX commentary
May 09, 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: 1.72T vs. BOPAX (364M). VSMPX pays higher dividends than BOPAX: VSMPX (1.37) 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 : 7.86 vs. BOPAX (-8.97). VSMPX return over 5 years is better than : 88.00 vs. BOPAX (7.56).
| 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 | -6.645 | -4.649 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -8.97 | 7.86 | -114% |
| Returns for 3 years | -11.01 | 39.43 | -28% |
| Returns for 5 years | 7.56 | 88.00 | 9% |
| Returns for 10 years | -2.13 | 155.00 | -1% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers