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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$16.06
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets23.75M
Vanguard 500 Index Investor
Price$596.00
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
SAOPX vs VFINX Comparison Chart in %
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SAOPX vs. VFINX commentary
Aug 17, 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 StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. SAOPX (23.8M). VFINX pays higher dividends than SAOPX: VFINX (1.09) vs SAOPX (0.80). SAOPX was incepted earlier than VFINX: SAOPX (47 years) vs VFINX (49 years). SAOPX (1.50) is less costly to investors than VFINX (0.14). VFINX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). VFINX has a lower initial minimum investment than SAOPX: VFINX (0) vs SAOPX (2500). VFINX annual gain was more profitable for investors over the last year : 16.41 vs. SAOPX (-35.06). VFINX return over 5 years is better than : 91.33 vs. SAOPX (-31.60).
| SAOPX | VFINX | SAOPX / VFINX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.50 | 0.14 | 1,071% |
| Fund Existence | 47 years | 49 years | - |
| Gain YTD | 2.883 | 9.815 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 1.33T | 0% |
| Annual Yield % from dividends | 0.80 | 1.09 | 74% |
| Returns for 1 year | -35.06 | 16.41 | -214% |
| Returns for 3 years | -42.21 | 49.88 | -85% |
| Returns for 5 years | -31.60 | 91.33 | -35% |
| Returns for 10 years | -49.02 | 207.64 | -24% |
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