Interact to see
Advertisement
Advertisement
SAOPX vs VTSAX
SAOPX vs VTSAX Comparison
Open Charts SAOPX vs VTSAX
Barrett Opportunity Retail
Price$14.40
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets21.73M
Vanguard Total Stock Mkt Idx Adm
Price$138.71
Change-$0.88 (-0.63%)
VolumeN/A
Net Assets1.72T
SAOPX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SAOPX vs. VTSAX commentary
May 25, 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: 1.72T vs. SAOPX (21.7M). VTSAX pays higher dividends than SAOPX: VTSAX (1.36) vs SAOPX (0.86). 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 : 9.73 vs. SAOPX (-38.56). VTSAX return over 5 years is better than : 91.69 vs. SAOPX (-30.26).
| 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 | -7.751 | -1.614 | 480% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 1.72T | 0% |
| Annual Yield % from dividends | 0.86 | 1.36 | 63% |
| Returns for 1 year | -38.56 | 9.73 | -396% |
| Returns for 3 years | -44.46 | 45.38 | -98% |
| Returns for 5 years | -30.26 | 91.69 | -33% |
| Returns for 10 years | -52.53 | 171.42 | -31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BAICX | 10.19 | -0.01 | -0.10% |
| BlackRock Multi-Asset Income Investor A | |||
| CGEZX | 20.06 | -0.06 | -0.30% |
| Columbia Select Global Equity Inst | |||
| SDVGX | 15.58 | -0.05 | -0.32% |
| Sit Dividend Growth I | |||
| LSHCX | 32.10 | -0.12 | -0.37% |
| Kinetics Spin-Off and Corp Rest Adv C | |||
| ACAZX | 37.28 | -0.26 | -0.69% |
| Alger Capital Appreciation Z | |||