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BOPIX vs VTSMX
BOPIX vs VTSMX Comparison
Open Charts BOPIX vs VTSMX
Sterling Capital Special Opps Inst
Price$30.47
Change-$0.24 (-0.78%)
VolumeN/A
Net Assets395.24M
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
BOPIX vs VTSMX Comparison Chart in %
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BOPIX vs. VTSMX commentary
Oct 09, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. BOPIX (395M). VTSMX pays higher dividends than BOPIX: VTSMX (1.04) vs BOPIX (0.00). BOPIX was incepted earlier than VTSMX: BOPIX (22 years) vs VTSMX (33 years). BOPIX (0.86) is less costly to investors than VTSMX (0.14). BOPIX is a more actively managed with annual turnover of: 41.68 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BOPIX: VTSMX (3000) vs BOPIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 18.34 vs. BOPIX (1.89). VTSMX return over 5 years is better than : 89.06 vs. BOPIX (13.80).
| BOPIX | VTSMX | BOPIX / VTSMX | |
| Total Expense Ratio | 0.86 | 0.14 | 614% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 10.707 | 14.389 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| 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 | 1.89 | 18.34 | 10% |
| Returns for 3 years | 15.71 | 82.05 | 19% |
| Returns for 5 years | 13.80 | 89.06 | 15% |
| Returns for 10 years | 23.61 | 231.08 | 10% |
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