Interact to see
Advertisement
Advertisement
BOPAX vs VTSMX
BOPAX vs VTSMX Comparison
Open Charts BOPAX vs VTSMX
Sterling Capital Special Opps A
Price$25.99
Change+$0.16 (+0.62%)
VolumeN/A
Net Assets390.27M
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
BOPAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BOPAX vs. VTSMX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BOPAX (390M). VTSMX pays higher dividends than BOPAX: VTSMX (1.09) 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 : 19.68 vs. BOPAX (1.96). VTSMX return over 5 years is better than : 84.96 vs. BOPAX (6.82).
| 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 | 5.308 | 8.067 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 1.96 | 19.68 | 10% |
| Returns for 3 years | -5.04 | 51.93 | -10% |
| Returns for 5 years | 6.82 | 84.96 | 8% |
| Returns for 10 years | 6.84 | 201.27 | 3% |