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BOPCX vs VFIAX
BOPCX vs VFIAX Comparison
Open Charts BOPCX vs VFIAX
Sterling Capital Special Opps C
Price$15.32
Change+$0.13 (+0.86%)
VolumeN/A
Net Assets431.6M
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
BOPCX vs VFIAX Comparison Chart
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BOPCX vs. VFIAX commentary
Jan 31, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. BOPCX (432M). VFIAX pays higher dividends than BOPCX: VFIAX (1.32) vs BOPCX (0.00). BOPCX was incepted earlier than VFIAX: BOPCX (22 years) vs VFIAX (24 years). 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 : 24.73 vs. BOPCX (-7.94). VFIAX return over 5 years is better than : 87.32 vs. BOPCX (-24.43).
| BOPCX | VFIAX | BOPCX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 1.334 | 2.751 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 432M | 1.35T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -7.94 | 24.73 | -32% |
| Returns for 3 years | -33.78 | 33.85 | -100% |
| Returns for 5 years | -24.43 | 87.32 | -28% |
| Returns for 10 years | -21.80 | 199.28 | -11% |
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