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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$15.69
Change-$0.49 (-3.03%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
SAOPX vs VFIAX Comparison Chart
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SAOPX vs. VFIAX commentary
Dec 19, 2024
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: 1.37T vs. SAOPX (25.5M). 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 : 23.64 vs. SAOPX (-26.83). VFIAX return over 5 years is better than : 83.03 vs. SAOPX (-37.51).
| 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 | -27.091 | 23.552 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5M | 1.37T | 0% |
| Annual Yield % from dividends | 0.47 | 1.32 | 35% |
| Returns for 1 year | -26.83 | 23.64 | -114% |
| Returns for 3 years | -42.94 | 27.13 | -158% |
| Returns for 5 years | -37.51 | 83.03 | -45% |
| Returns for 10 years | -49.98 | 185.01 | -27% |
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