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SAOPX vs VSTSX
SAOPX vs VSTSX Comparison
Open Charts SAOPX vs VSTSX
Barrett Opportunity Retail
Price$15.36
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets22.54M
Vanguard Total Stock Mkt Idx Instl Sel
Price$294.77
Change+$1.88 (+0.64%)
VolumeN/A
Net Assets1.91T
SAOPX vs VSTSX Comparison Chart in %
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SAOPX vs. VSTSX commentary
Jul 11, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SAOPX (22.5M). VSTSX pays higher dividends than SAOPX: VSTSX (1.23) vs SAOPX (0.82). SAOPX was incepted earlier than VSTSX: SAOPX (46 years) vs VSTSX (9 years). SAOPX (1.50) is less costly to investors than VSTSX (0.01). VSTSX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VSTSX: SAOPX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 12.29 vs. SAOPX (-36.64). VSTSX return over 5 years is better than : 90.70 vs. SAOPX (-30.99).
| SAOPX | VSTSX | SAOPX / VSTSX | |
| Total Expense Ratio | 0.99 | 0.01 | 9,900% |
| Annual Report Gross Expense Ratio | 1.50 | 0.01 | 15,000% |
| Fund Existence | 46 years | 9 years | - |
| Gain YTD | -2.306 | 5.519 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 1.91T | 0% |
| Annual Yield % from dividends | 0.82 | 1.23 | 67% |
| Returns for 1 year | -36.64 | 12.29 | -298% |
| Returns for 3 years | -40.02 | 57.53 | -70% |
| Returns for 5 years | -30.99 | 90.70 | -34% |
| Returns for 10 years | -51.03 | N/A | - |
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