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SAOPX vs VTSAX
SAOPX vs VTSAX Comparison
Open Charts SAOPX vs VTSAX
Barrett Opportunity Retail
Price$16.06
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets23.75M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SAOPX vs VTSAX Comparison Chart in %
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SAOPX vs. VTSAX commentary
Aug 17, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SAOPX (23.8M). VTSAX pays higher dividends than SAOPX: VTSAX (1.18) vs SAOPX (0.80). SAOPX was incepted earlier than VTSAX: SAOPX (47 years) vs VTSAX (25 years). SAOPX (1.50) is less costly to investors than VTSAX (0.04). 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 : 16.22 vs. SAOPX (-35.06). VTSAX return over 5 years is better than : 85.86 vs. SAOPX (-31.60).
| SAOPX | VTSAX | SAOPX / VTSAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 3,750% |
| Fund Existence | 47 years | 25 years | - |
| Gain YTD | 2.883 | 9.275 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 1.91T | 0% |
| Annual Yield % from dividends | 0.80 | 1.18 | 68% |
| Returns for 1 year | -35.06 | 16.22 | -216% |
| Returns for 3 years | -42.21 | 46.82 | -90% |
| Returns for 5 years | -31.60 | 85.86 | -37% |
| Returns for 10 years | -49.02 | 203.17 | -24% |
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