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SAOPX vs VTSAX
SAOPX vs VTSAX Comparison
Open Charts SAOPX vs VTSAX
Barrett Opportunity Retail
Price$15.36
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets22.54M
Vanguard Total Stock Mkt Idx Adm
Price$150.10
Change+$0.41 (+0.27%)
VolumeN/A
Net Assets1.91T
SAOPX vs VTSAX Comparison Chart in %
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SAOPX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SAOPX (22.5M). VTSAX pays higher dividends than SAOPX: VTSAX (1.21) vs SAOPX (0.82). SAOPX was incepted earlier than VTSAX: SAOPX (46 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 : 12.27 vs. SAOPX (-36.64). VTSAX return over 5 years is better than : 90.59 vs. SAOPX (-30.99).
| 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 | 46 years | 25 years | - |
| Gain YTD | -2.306 | 5.515 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 1.91T | 0% |
| Annual Yield % from dividends | 0.82 | 1.21 | 68% |
| Returns for 1 year | -36.64 | 12.27 | -299% |
| Returns for 3 years | -40.02 | 57.45 | -70% |
| Returns for 5 years | -30.99 | 90.59 | -34% |
| Returns for 10 years | -51.03 | 195.09 | -26% |
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