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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$15.69
Change-$0.49 (-3.03%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
SAOPX vs VFINX Comparison Chart
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SAOPX vs. VFINX commentary
Dec 19, 2024
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 Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. SAOPX (25.5M). VFINX pays higher dividends than SAOPX: VFINX (1.24) vs SAOPX (0.47). SAOPX was incepted earlier than VFINX: SAOPX (46 years) vs VFINX (48 years). 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 : 23.60 vs. SAOPX (-26.83). VFINX return over 5 years is better than : 82.99 vs. SAOPX (-37.51).
| SAOPX | VFINX | SAOPX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 46 years | 48 years | - |
| Gain YTD | -27.091 | 23.522 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5M | 1.37T | 0% |
| Annual Yield % from dividends | 0.47 | 1.24 | 38% |
| Returns for 1 year | -26.83 | 23.60 | -114% |
| Returns for 3 years | -42.94 | 27.13 | -158% |
| Returns for 5 years | -37.51 | 82.99 | -45% |
| Returns for 10 years | -49.98 | 184.96 | -27% |
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