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SAOPX vs VTSAX
SAOPX vs VTSAX Comparison
Open Charts SAOPX vs VTSAX
Barrett Opportunity Retail
Price$13.66
Change+$0.34 (+2.55%)
VolumeN/A
Net Assets20.37M
Vanguard Total Stock Mkt Idx Adm
Price$127.49
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
SAOPX vs VTSAX Comparison Chart
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SAOPX vs. VTSAX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SAOPX (20.4M). VTSAX pays higher dividends than SAOPX: VTSAX (1.35) vs SAOPX (0.84). SAOPX was incepted earlier than VTSAX: SAOPX (46 years) vs VTSAX (24 years). SAOPX (1.26) 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 : 0.31 vs. SAOPX (-41.97). VTSAX return over 5 years is better than : 85.36 vs. SAOPX (-34.14).
| SAOPX | VTSAX | SAOPX / VTSAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.26 | 0.04 | 3,150% |
| Fund Existence | 46 years | 24 years | - |
| Gain YTD | -14.670 | -11.147 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.4M | 1.7T | 0% |
| Annual Yield % from dividends | 0.84 | 1.35 | 62% |
| Returns for 1 year | -41.97 | 0.31 | -13,505% |
| Returns for 3 years | -51.64 | 17.02 | -303% |
| Returns for 5 years | -34.14 | 85.36 | -40% |
| Returns for 10 years | -56.53 | 145.82 | -39% |
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