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SAOPX vs VTSAX
SAOPX vs VTSAX Comparison
Open Charts SAOPX vs VTSAX
Barrett Opportunity Retail
Price$15.81
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets24.79M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SAOPX vs VTSAX Comparison Chart
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SAOPX vs. VTSAX commentary
Jan 19, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SAOPX (24.8M). VTSAX pays higher dividends than SAOPX: VTSAX (1.35) vs SAOPX (0.47). SAOPX was incepted earlier than VTSAX: SAOPX (46 years) vs VTSAX (24 years). VTSAX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VTSAX: SAOPX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. SAOPX (-25.24). VTSAX return over 5 years is better than : 76.10 vs. SAOPX (-36.97).
| SAOPX | VTSAX | SAOPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 46 years | 24 years | - |
| Gain YTD | 1.281 | 2.241 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 1.78T | 0% |
| Annual Yield % from dividends | 0.47 | 1.35 | 35% |
| Returns for 1 year | -25.24 | 25.26 | -100% |
| Returns for 3 years | -42.56 | 28.96 | -147% |
| Returns for 5 years | -36.97 | 76.10 | -49% |
| Returns for 10 years | -47.98 | 195.63 | -25% |
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