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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$16.72
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets24.16M
Vanguard 500 Index Admiral
Price$609.08
Change-$0.27 (-0.04%)
VolumeN/A
Net Assets1.37T
SAOPX vs VFIAX Comparison Chart in %
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SAOPX vs. VFIAX commentary
Sep 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. SAOPX (24.2M). VFIAX pays higher dividends than SAOPX: VFIAX (1.16) vs SAOPX (0.78). SAOPX was incepted earlier than VFIAX: SAOPX (47 years) vs VFIAX (25 years). SAOPX (1.50) is less costly to investors than VFIAX (0.04). 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 : 17.73 vs. SAOPX (-32.74). VFIAX return over 5 years is better than : 97.14 vs. SAOPX (-25.58).
| SAOPX | VFIAX | SAOPX / VFIAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 3,750% |
| Fund Existence | 47 years | 25 years | - |
| Gain YTD | 7.111 | 12.244 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2M | 1.37T | 0% |
| Annual Yield % from dividends | 0.78 | 1.16 | 67% |
| Returns for 1 year | -32.74 | 17.73 | -185% |
| Returns for 3 years | -35.87 | 67.46 | -53% |
| Returns for 5 years | -25.58 | 97.14 | -26% |
| Returns for 10 years | -42.99 | 232.71 | -18% |
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