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FXAIX vs SAOPX
FXAIX vs SAOPX Comparison
Open Charts FXAIX vs SAOPX
Barrett Opportunity Retail
Price$15.81
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets24.79M
FXAIX vs SAOPX Comparison Chart
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FXAIX vs. SAOPX commentary
Jan 19, 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 FXAIX is a Hold and SAOPX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. SAOPX (24.8M). FXAIX pays higher dividends than SAOPX: FXAIX (1.31) vs SAOPX (0.47). FXAIX was incepted earlier than SAOPX: FXAIX (14 years) vs SAOPX (46 years). FXAIX is a more actively managed with annual turnover of: 3.00 vs. SAOPX (0.00). FXAIX has a lower initial minimum investment than SAOPX: FXAIX (0) vs SAOPX (2500). FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. SAOPX (-25.24). FXAIX return over 5 years is better than : 94.81 vs. SAOPX (-36.97).
| FXAIX | SAOPX | FXAIX / SAOPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 46 years | - |
| Gain YTD | 2.013 | 1.281 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 24.8M | 2,495,968% |
| Annual Yield % from dividends | 1.31 | 0.47 | 280% |
| Returns for 1 year | 27.15 | -25.24 | -108% |
| Returns for 3 years | 37.22 | -42.56 | -87% |
| Returns for 5 years | 94.81 | -36.97 | -256% |
| Returns for 10 years | 222.48 | -47.98 | -464% |
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