Interact to see
Advertisement
Advertisement
SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$16.49
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets23.93M
Vanguard 500 Index Admiral
Price$613.46
Change-$0.95 (-0.15%)
VolumeN/A
Net Assets1.41T
SAOPX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SAOPX vs. VFIAX commentary
Oct 15, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SAOPX (23.9M). VFIAX pays higher dividends than SAOPX: VFIAX (1.14) vs SAOPX (0.77). 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 : 13.63 vs. SAOPX (-36.21). VFIAX return over 5 years is better than : 91.29 vs. SAOPX (-27.83).
| 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 | 5.253 | 13.241 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9M | 1.41T | 0% |
| Annual Yield % from dividends | 0.77 | 1.14 | 67% |
| Returns for 1 year | -36.21 | 13.63 | -266% |
| Returns for 3 years | -32.92 | 85.96 | -38% |
| Returns for 5 years | -27.83 | 91.29 | -30% |
| Returns for 10 years | -45.87 | 227.83 | -20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement