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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$14.40
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets21.73M
Vanguard 500 Index Investor
Price$536.41
Change-$3.59 (-0.66%)
VolumeN/A
Net Assets1.33T
SAOPX vs VFINX Comparison Chart
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SAOPX vs. VFINX commentary
May 25, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. SAOPX (21.7M). VFINX pays higher dividends than SAOPX: VFINX (1.25) vs SAOPX (0.86). SAOPX was incepted earlier than VFINX: SAOPX (46 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 : 10.19 vs. SAOPX (-38.56). VFINX return over 5 years is better than : 96.25 vs. SAOPX (-30.26).
| 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 | 46 years | 49 years | - |
| Gain YTD | -7.751 | -1.172 | 662% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 1.34T | 0% |
| Annual Yield % from dividends | 0.86 | 1.25 | 69% |
| Returns for 1 year | -38.56 | 10.19 | -378% |
| Returns for 3 years | -44.46 | 47.27 | -94% |
| Returns for 5 years | -30.26 | 96.25 | -31% |
| Returns for 10 years | -52.53 | 176.00 | -30% |
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