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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$15.81
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets24.79M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
SAOPX vs VFIAX Comparison Chart
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SAOPX vs. VFIAX 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 SAOPX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. SAOPX (24.8M). VFIAX pays higher dividends than SAOPX: VFIAX (1.32) vs SAOPX (0.47). SAOPX was incepted earlier than VFIAX: SAOPX (46 years) vs VFIAX (24 years). VFIAX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VFIAX: SAOPX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.54 vs. SAOPX (-25.24). VFIAX return over 5 years is better than : 80.23 vs. SAOPX (-36.97).
| SAOPX | VFIAX | SAOPX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 46 years | 24 years | - |
| Gain YTD | 1.281 | 2.010 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 1.35T | 0% |
| Annual Yield % from dividends | 0.47 | 1.32 | 35% |
| Returns for 1 year | -25.24 | 25.54 | -99% |
| Returns for 3 years | -42.56 | 31.13 | -137% |
| Returns for 5 years | -36.97 | 80.23 | -46% |
| Returns for 10 years | -47.98 | 196.98 | -24% |
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