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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$14.84
Change-$0.10 (-0.67%)
VolumeN/A
Net Assets22.5M
Vanguard 500 Index Investor
Price$552.95
Change-$6.23 (-1.11%)
VolumeN/A
Net Assets1.43T
SAOPX vs VFINX Comparison Chart
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SAOPX vs. VFINX commentary
Jun 14, 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: 1.43T vs. SAOPX (22.5M). VFINX pays higher dividends than SAOPX: VFINX (1.18) vs SAOPX (0.84). 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 : 11.28 vs. SAOPX (-36.41). VFINX return over 5 years is better than : 98.57 vs. SAOPX (-30.51).
| 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 | -4.292 | 3.023 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 1.43T | 0% |
| Annual Yield % from dividends | 0.84 | 1.18 | 72% |
| Returns for 1 year | -36.41 | 11.28 | -323% |
| Returns for 3 years | -39.51 | 61.81 | -64% |
| Returns for 5 years | -30.51 | 98.57 | -31% |
| Returns for 10 years | -50.50 | 188.42 | -27% |
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