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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$15.17
Change-$0.25 (-1.62%)
VolumeN/A
Net Assets23.46M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
SAOPX vs VFIAX Comparison Chart
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SAOPX vs. VFIAX commentary
Feb 23, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SAOPX (23.5M). 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 : 18.28 vs. SAOPX (-31.68). VFIAX return over 5 years is better than : 80.17 vs. SAOPX (-38.17).
| 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 | -2.819 | 2.414 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5M | 1.41T | 0% |
| Annual Yield % from dividends | 0.47 | 1.32 | 35% |
| Returns for 1 year | -31.68 | 18.28 | -173% |
| Returns for 3 years | -42.74 | 39.78 | -107% |
| Returns for 5 years | -38.17 | 80.17 | -48% |
| Returns for 10 years | -51.53 | 184.37 | -28% |
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