Ad is loading...
BOPCX vs VFIAX
BOPCX vs VFIAX Comparison
Open Charts BOPCX vs VFIAX
Sterling Capital Special Opps C
Price$14.87
Change-$0.46 (-3.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
BOPCX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BOPCX vs. VFIAX commentary
Dec 19, 2024
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 Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. BOPCX (444M). 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 : 27.64 vs. BOPCX (-5.49). VFIAX return over 5 years is better than : 88.64 vs. BOPCX (-23.85).
| 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 | -6.239 | 27.303 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 1.37T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -5.49 | 27.64 | -20% |
| Returns for 3 years | -34.71 | 30.99 | -112% |
| Returns for 5 years | -23.85 | 88.64 | -27% |
| Returns for 10 years | -23.47 | 193.66 | -12% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers