BOPIX
Price
$23.20
Change
+$0.07 (+0.30%)
Updated
Apr 7 closing price
Net Assets
337.99M
VSMPX
Price
$226.22
Change
-$0.69 (-0.30%)
Updated
Apr 7 closing price
Net Assets
1.7T
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BOPIX vs VSMPX

Header iconBOPIX vs VSMPX Comparison
Open Charts BOPIX vs VSMPXBanner chart's image
Sterling Capital Special Opps Inst
Price$23.20
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets337.99M
Vanguard Total Stock Mkt Idx Instl Pls
Price$226.22
Change-$0.69 (-0.30%)
VolumeN/A
Net Assets1.7T
BOPIX vs VSMPX Comparison Chart
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VS
BOPIX vs. VSMPX 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 VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. BOPIX (338M). VSMPX pays higher dividends than BOPIX: VSMPX (1.37) vs BOPIX (0.00). BOPIX was incepted earlier than VSMPX: BOPIX (22 years) vs VSMPX (10 years). BOPIX (0.86) is less costly to investors than VSMPX (0.02). BOPIX is a more actively managed with annual turnover of: 31.19 vs. VSMPX (2.00). BOPIX has a lower initial minimum investment than VSMPX: BOPIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : -3.61 vs. BOPIX (-17.33). VSMPX return over 5 years is better than : 81.65 vs. BOPIX (9.76).
BOPIXVSMPXBOPIX / VSMPX
Total Expense Ratio0.860.024,300%
Annual Report Gross Expense Ratio0.860.024,300%
Fund Existence22 years10 years-
Gain YTD-16.619-14.471115%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets338M1.7T0%
Annual Yield % from dividends0.001.37-
Returns for 1 year-17.33-3.61480%
Returns for 3 years-28.1710.63-265%
Returns for 5 years9.7681.6512%
Returns for 10 years-4.93N/A-
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