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BOPIX vs VFINX
BOPIX vs VFINX Comparison
Open Charts BOPIX vs VFINX
Sterling Capital Special Opps Inst
Price$23.20
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets337.99M
Vanguard 500 Index Investor
Price$467.22
Change-$1.09 (-0.23%)
VolumeN/A
Net Assets1.32T
BOPIX vs VFINX Comparison Chart
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BOPIX vs. VFINX commentary
Apr 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 BOPIX is a Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. BOPIX (338M). VFINX pays higher dividends than BOPIX: VFINX (1.24) vs BOPIX (0.00). BOPIX was incepted earlier than VFINX: BOPIX (22 years) vs VFINX (49 years). BOPIX (0.86) is less costly to investors than VFINX (0.14). BOPIX is a more actively managed with annual turnover of: 31.19 vs. VFINX (2.00). VFINX has a lower initial minimum investment than BOPIX: VFINX (0) vs BOPIX (1000000). VFINX annual gain was more profitable for investors over the last year : -2.69 vs. BOPIX (-17.33). VFINX return over 5 years is better than : 84.15 vs. BOPIX (9.76).
| BOPIX | VFINX | BOPIX / VFINX | |
| Total Expense Ratio | 0.86 | 0.14 | 614% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 22 years | 49 years | - |
| Gain YTD | -16.619 | -13.919 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 1.32T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | -17.33 | -2.69 | 644% |
| Returns for 3 years | -28.17 | 12.85 | -219% |
| Returns for 5 years | 9.76 | 84.15 | 12% |
| Returns for 10 years | -4.93 | 141.20 | -3% |
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