Ad is loading...
BOPIX vs VFINX
BOPIX vs VFINX Comparison
Open Charts BOPIX vs VFINX
Sterling Capital Special Opps Inst
Price$27.38
Change-$0.86 (-3.05%)
VolumeN/A
Net Assets414.47M
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
BOPIX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BOPIX vs. VFINX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. BOPIX (414M). 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 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 : 18.27 vs. BOPIX (-1.97). VFINX return over 5 years is better than : 80.18 vs. BOPIX (-0.13).
| BOPIX | VFINX | BOPIX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 49 years | - |
| Gain YTD | -1.298 | 2.400 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | -1.97 | 18.27 | -11% |
| Returns for 3 years | -11.19 | 39.78 | -28% |
| Returns for 5 years | -0.13 | 80.18 | -0% |
| Returns for 10 years | 14.58 | 184.41 | 8% |