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BOPAX vs VTSMX
BOPAX vs VTSMX Comparison
Open Charts BOPAX vs VTSMX
Sterling Capital Special Opps A
Price$26.60
Change+$0.16 (+0.61%)
VolumeN/A
Net Assets375.69M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
BOPAX vs VTSMX Comparison Chart in %
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BOPAX vs. VTSMX commentary
Nov 20, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. BOPAX (376M). VTSMX pays higher dividends than BOPAX: VTSMX (1.02) vs BOPAX (0.00). BOPAX was incepted earlier than VTSMX: BOPAX (22 years) vs VTSMX (34 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 : 10.79 vs. BOPAX (-9.30). VTSMX return over 5 years is better than : 77.62 vs. BOPAX (-1.86).
| 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 | 34 years | - |
| Gain YTD | 7.131 | 11.948 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -9.30 | 10.79 | -86% |
| Returns for 3 years | 1.19 | 63.83 | 2% |
| Returns for 5 years | -1.86 | 77.62 | -2% |
| Returns for 10 years | 7.63 | 213.77 | 4% |
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