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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$14.84
Change-$0.10 (-0.67%)
VolumeN/A
Net Assets22.5M
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
SAOPX vs VFIAX Comparison Chart
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SAOPX vs. VFIAX commentary
Jun 14, 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: 1.43T vs. SAOPX (22.5M). VFIAX pays higher dividends than SAOPX: VFIAX (1.28) vs SAOPX (0.84). SAOPX was incepted earlier than VFIAX: SAOPX (46 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 : 11.28 vs. SAOPX (-36.41). VFIAX return over 5 years is better than : 98.56 vs. SAOPX (-30.51).
| 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 | 46 years | 25 years | - |
| Gain YTD | -4.292 | 3.040 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 1.43T | 0% |
| Annual Yield % from dividends | 0.84 | 1.28 | 66% |
| Returns for 1 year | -36.41 | 11.28 | -323% |
| Returns for 3 years | -39.51 | 61.80 | -64% |
| Returns for 5 years | -30.51 | 98.56 | -31% |
| Returns for 10 years | -50.50 | 188.39 | -27% |
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