Ad is loading...
Ad is loading...
SAOPX vs VSMPX
SAOPX vs VSMPX Comparison
Open Charts SAOPX vs VSMPX
Barrett Opportunity Retail
Price$26.21
Change-$0.26 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
SAOPX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SAOPX vs. VSMPX commentary
Nov 18, 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 Buy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. SAOPX (31.7M). VSMPX pays higher dividends than SAOPX: VSMPX (1.36) vs SAOPX (0.47). SAOPX was incepted earlier than VSMPX: SAOPX (46 years) vs VSMPX (10 years). VSMPX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VSMPX: SAOPX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 30.55 vs. SAOPX (-0.73). VSMPX return over 5 years is better than : 83.80 vs. SAOPX (-2.22).
| SAOPX | VSMPX | SAOPX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 46 years | 10 years | - |
| Gain YTD | 21.794 | 22.437 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 1.73T | 0% |
| Annual Yield % from dividends | 0.47 | 1.36 | 34% |
| Returns for 1 year | -0.73 | 30.55 | -2% |
| Returns for 3 years | -15.98 | 19.95 | -80% |
| Returns for 5 years | -2.22 | 83.80 | -3% |
| Returns for 10 years | -24.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...