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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$26.14
Change+$0.10 (+0.38%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$539.32
Change-$0.09 (-0.02%)
VolumeN/A
CapitalizationN/A
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SAOPX vs VFIAX Comparison Chart
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SAOPX vs. VFIAX commentary
Oct 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. SAOPX (31.8M). VFIAX pays higher dividends than SAOPX: VFIAX (1.32) vs SAOPX (0.47). SAOPX was incepted earlier than VFIAX: SAOPX (46 years) vs VFIAX (24 years). 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 : 33.69 vs. SAOPX (-0.21). VFIAX return over 5 years is better than : 95.76 vs. SAOPX (4.06).
| SAOPX | VFIAX | SAOPX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 46 years | 24 years | - |
| Gain YTD | 21.004 | 22.645 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8M | 1.28T | 0% |
| Annual Yield % from dividends | 0.47 | 1.32 | 35% |
| Returns for 1 year | -0.21 | 33.69 | -1% |
| Returns for 3 years | -14.10 | 30.72 | -46% |
| Returns for 5 years | 4.06 | 95.76 | 4% |
| Returns for 10 years | -18.52 | 211.70 | -9% |
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