Interact to see
Advertisement
Advertisement
SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$16.72
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets24.16M
Vanguard 500 Index Investor
Price$609.07
Change-$0.27 (-0.04%)
VolumeN/A
Net Assets1.37T
SAOPX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SAOPX vs. VFINX commentary
Sep 15, 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: 1.37T vs. SAOPX (24.2M). VFINX pays higher dividends than SAOPX: VFINX (1.07) vs SAOPX (0.78). 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 : 17.73 vs. SAOPX (-32.74). VFINX return over 5 years is better than : 97.14 vs. SAOPX (-25.58).
| 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 | 7.111 | 12.224 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2M | 1.37T | 0% |
| Annual Yield % from dividends | 0.78 | 1.07 | 73% |
| Returns for 1 year | -32.74 | 17.73 | -185% |
| Returns for 3 years | -35.87 | 67.46 | -53% |
| Returns for 5 years | -25.58 | 97.14 | -26% |
| Returns for 10 years | -42.99 | 232.74 | -18% |