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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$13.66
Change+$0.34 (+2.55%)
VolumeN/A
Net Assets20.37M
Vanguard 500 Index Admiral
Price$495.03
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
SAOPX vs VFIAX Comparison Chart
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SAOPX vs. VFIAX commentary
Apr 12, 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: 1.32T vs. SAOPX (20.4M). VFIAX pays higher dividends than SAOPX: VFIAX (1.35) vs SAOPX (0.84). SAOPX was incepted earlier than VFIAX: SAOPX (46 years) vs VFIAX (24 years). SAOPX (1.26) 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 : 1.37 vs. SAOPX (-41.97). VFIAX return over 5 years is better than : 88.91 vs. SAOPX (-34.14).
| SAOPX | VFIAX | SAOPX / VFIAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.26 | 0.04 | 3,150% |
| Fund Existence | 46 years | 24 years | - |
| Gain YTD | -14.670 | -10.405 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.4M | 1.32T | 0% |
| Annual Yield % from dividends | 0.84 | 1.35 | 62% |
| Returns for 1 year | -41.97 | 1.37 | -3,069% |
| Returns for 3 years | -51.64 | 19.88 | -260% |
| Returns for 5 years | -34.14 | 88.91 | -38% |
| Returns for 10 years | -56.53 | 151.75 | -37% |
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