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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$24.57
Change-$0.38 (-1.52%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$500.18
Change-$8.72 (-1.71%)
VolumeN/A
CapitalizationN/A
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SAOPX vs VFINX Comparison Chart
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SAOPX vs. VFINX commentary
Sep 08, 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 Sell and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. SAOPX (30.1M). 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 : 23.24 vs. SAOPX (-2.72). VFINX return over 5 years is better than : 84.65 vs. SAOPX (-1.14).
| 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 | 15.939 | 15.673 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 1.24T | 0% |
| Annual Yield % from dividends | 0.47 | 1.24 | 38% |
| Returns for 1 year | -2.72 | 23.24 | -12% |
| Returns for 3 years | -15.83 | 21.35 | -74% |
| Returns for 5 years | -1.14 | 84.65 | -1% |
| Returns for 10 years | -26.65 | 177.57 | -15% |