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BOPCX vs VFIAX
BOPCX vs VFIAX Comparison
Open Charts BOPCX vs VFIAX
Sterling Capital Special Opps C
Price$13.16
Change+$0.28 (+2.17%)
VolumeN/A
Net Assets338.66M
Vanguard 500 Index Admiral
Price$496.32
Change+$8.15 (+1.67%)
VolumeN/A
Net Assets1.32T
BOPCX vs VFIAX Comparison Chart
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BOPCX vs. VFIAX commentary
Apr 24, 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 BOPCX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. BOPCX (339M). VFIAX pays higher dividends than BOPCX: VFIAX (1.35) vs BOPCX (0.00). BOPCX was incepted earlier than VFIAX: BOPCX (22 years) vs VFIAX (24 years). BOPCX (1.86) is less costly to investors than VFIAX (0.04). BOPCX is a more actively managed with annual turnover of: 31.19 vs. VFIAX (2.00). BOPCX has a lower initial minimum investment than VFIAX: BOPCX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 4.33 vs. BOPCX (-22.13). VFIAX return over 5 years is better than : 86.45 vs. BOPCX (-21.80).
| BOPCX | VFIAX | BOPCX / VFIAX | |
| Total Expense Ratio | 1.86 | 0.04 | 4,650% |
| Annual Report Gross Expense Ratio | 1.86 | 0.04 | 4,650% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -14.076 | -10.045 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.32T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -22.13 | 4.33 | -511% |
| Returns for 3 years | -39.81 | 23.87 | -167% |
| Returns for 5 years | -21.80 | 86.45 | -25% |
| Returns for 10 years | -38.89 | 150.11 | -26% |