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BOPAX vs VTSMX
BOPAX vs VTSMX Comparison
Open Charts BOPAX vs VTSMX
Sterling Capital Special Opps A
Price$26.21
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets389.1M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
BOPAX vs VTSMX Comparison Chart in %
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BOPAX vs. VTSMX commentary
Sep 06, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. BOPAX (389M). VTSMX pays higher dividends than BOPAX: VTSMX (1.07) vs BOPAX (0.00). BOPAX was incepted earlier than VTSMX: BOPAX (22 years) vs VTSMX (33 years). BOPAX (1.11) is less costly to investors than VTSMX (0.14). BOPAX is a more actively managed with annual turnover of: 41.68 vs. VTSMX (2.00). BOPAX has a lower initial minimum investment than VTSMX: BOPAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.26 vs. BOPAX (-2.02). VTSMX return over 5 years is better than : 85.31 vs. BOPAX (6.85).
| BOPAX | VTSMX | BOPAX / VTSMX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.11 | 0.14 | 793% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.240 | 10.550 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | -2.02 | 18.26 | -11% |
| Returns for 3 years | 1.59 | 63.95 | 2% |
| Returns for 5 years | 6.85 | 85.31 | 8% |
| Returns for 10 years | 11.95 | 224.80 | 5% |
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