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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$26.21
Change-$0.26 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
SAOPX vs VFIAX Comparison Chart
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SAOPX vs. VFIAX commentary
Nov 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 Buy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. SAOPX (31.7M). 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 : 30.22 vs. SAOPX (-0.73). VFIAX return over 5 years is better than : 88.12 vs. SAOPX (-2.22).
| 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 | 21.794 | 23.347 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 1.28T | 0% |
| Annual Yield % from dividends | 0.47 | 1.32 | 35% |
| Returns for 1 year | -0.73 | 30.22 | -2% |
| Returns for 3 years | -15.98 | 24.93 | -64% |
| Returns for 5 years | -2.22 | 88.12 | -3% |
| Returns for 10 years | -24.08 | 187.71 | -13% |
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