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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$15.36
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets22.54M
Vanguard 500 Index Admiral
Price$579.77
Change+$1.67 (+0.29%)
VolumeN/A
Net Assets1.49T
SAOPX vs VFIAX Comparison Chart in %
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SAOPX vs. VFIAX commentary
Jul 11, 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: 1.49T vs. SAOPX (22.5M). VFIAX pays higher dividends than SAOPX: VFIAX (1.21) vs SAOPX (0.82). 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 : 11.70 vs. SAOPX (-36.64). VFIAX return over 5 years is better than : 95.64 vs. SAOPX (-30.99).
| 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 | -2.306 | 5.892 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 1.49T | 0% |
| Annual Yield % from dividends | 0.82 | 1.21 | 68% |
| Returns for 1 year | -36.64 | 11.70 | -313% |
| Returns for 3 years | -40.02 | 59.78 | -67% |
| Returns for 5 years | -30.99 | 95.64 | -32% |
| Returns for 10 years | -51.03 | 200.16 | -25% |
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