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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$16.06
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets23.75M
Vanguard 500 Index Admiral
Price$595.96
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
SAOPX vs VFIAX Comparison Chart in %
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SAOPX vs. VFIAX commentary
Aug 17, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. SAOPX (23.8M). VFIAX pays higher dividends than SAOPX: VFIAX (1.18) vs SAOPX (0.80). 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 : 16.41 vs. SAOPX (-35.06). VFIAX return over 5 years is better than : 91.33 vs. SAOPX (-31.60).
| 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 | 2.883 | 9.826 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 1.33T | 0% |
| Annual Yield % from dividends | 0.80 | 1.18 | 68% |
| Returns for 1 year | -35.06 | 16.41 | -214% |
| Returns for 3 years | -42.21 | 49.89 | -85% |
| Returns for 5 years | -31.60 | 91.33 | -35% |
| Returns for 10 years | -49.02 | 207.61 | -24% |