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SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$15.17
Change-$0.25 (-1.62%)
VolumeN/A
Net Assets23.46M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SAOPX vs VTSMX Comparison Chart
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SAOPX vs. VTSMX commentary
Feb 23, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SAOPX (23.5M). VTSMX pays higher dividends than SAOPX: VTSMX (1.26) vs SAOPX (0.47). SAOPX was incepted earlier than VTSMX: SAOPX (46 years) vs VTSMX (33 years). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VTSMX: SAOPX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. SAOPX (-31.68). VTSMX return over 5 years is better than : 74.84 vs. SAOPX (-38.17).
| SAOPX | VTSMX | SAOPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 46 years | 33 years | - |
| Gain YTD | -2.819 | 2.121 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5M | 1.84T | 0% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | -31.68 | 17.60 | -180% |
| Returns for 3 years | -42.74 | 36.78 | -116% |
| Returns for 5 years | -38.17 | 74.84 | -51% |
| Returns for 10 years | -51.53 | 180.15 | -29% |
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