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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$13.66
Change+$0.34 (+2.55%)
VolumeN/A
Net Assets20.37M
Vanguard 500 Index Investor
Price$495.11
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
SAOPX vs VFINX Comparison Chart
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SAOPX vs. VFINX commentary
Apr 12, 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: 1.32T vs. SAOPX (20.4M). VFINX pays higher dividends than SAOPX: VFINX (1.24) vs SAOPX (0.84). SAOPX was incepted earlier than VFINX: SAOPX (46 years) vs VFINX (49 years). SAOPX (1.26) 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 : 1.37 vs. SAOPX (-41.97). VFINX return over 5 years is better than : 88.91 vs. SAOPX (-34.14).
| SAOPX | VFINX | SAOPX / VFINX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.26 | 0.14 | 900% |
| Fund Existence | 46 years | 49 years | - |
| Gain YTD | -14.670 | -10.404 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.4M | 1.32T | 0% |
| Annual Yield % from dividends | 0.84 | 1.24 | 68% |
| Returns for 1 year | -41.97 | 1.37 | -3,070% |
| Returns for 3 years | -51.64 | 19.88 | -260% |
| Returns for 5 years | -34.14 | 88.91 | -38% |
| Returns for 10 years | -56.53 | 151.78 | -37% |
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