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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$16.90
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets24.27M
Vanguard 500 Index Admiral
Price$613.90
Change+$2.31 (+0.38%)
VolumeN/A
Net Assets1.46T
SAOPX vs VFIAX Comparison Chart in %
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SAOPX vs. VFIAX commentary
Nov 20, 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: 1.46T vs. SAOPX (24.3M). VFIAX pays higher dividends than SAOPX: VFIAX (1.11) 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 : 13.26 vs. SAOPX (-34.93). VFIAX return over 5 years is better than : 86.40 vs. SAOPX (-30.01).
| 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 | 8.136 | 13.652 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 1.46T | 0% |
| Annual Yield % from dividends | 0.77 | 1.11 | 69% |
| Returns for 1 year | -34.93 | 13.26 | -263% |
| Returns for 3 years | -37.20 | 68.36 | -54% |
| Returns for 5 years | -30.01 | 86.40 | -35% |
| Returns for 10 years | -45.48 | 219.39 | -21% |