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BOPCX vs VTSMX
BOPCX vs VTSMX Comparison
Open Charts BOPCX vs VTSMX
Sterling Capital Special Opps C
Price$16.33
Change-$0.13 (-0.79%)
VolumeN/A
Net Assets395.24M
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
BOPCX vs VTSMX Comparison Chart in %
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BOPCX vs. VTSMX commentary
Oct 08, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. BOPCX (395M). VTSMX pays higher dividends than BOPCX: VTSMX (1.04) vs BOPCX (0.00). BOPCX was incepted earlier than VTSMX: BOPCX (22 years) vs VTSMX (33 years). BOPCX (1.86) is less costly to investors than VTSMX (0.14). BOPCX is a more actively managed with annual turnover of: 41.68 vs. VTSMX (2.00). BOPCX has a lower initial minimum investment than VTSMX: BOPCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.34 vs. BOPCX (-9.96). VTSMX return over 5 years is better than : 89.06 vs. BOPCX (-18.88).
| BOPCX | VTSMX | BOPCX / VTSMX | |
| Total Expense Ratio | 1.86 | 0.14 | 1,329% |
| Annual Report Gross Expense Ratio | 1.86 | 0.14 | 1,329% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 9.807 | 14.389 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | -9.96 | 18.34 | -54% |
| Returns for 3 years | -11.70 | 82.05 | -14% |
| Returns for 5 years | -18.88 | 89.06 | -21% |
| Returns for 10 years | -22.99 | 231.08 | -10% |
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