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SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$16.90
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets24.27M
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
SAOPX vs VTSMX Comparison Chart in %
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SAOPX vs. VTSMX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SAOPX (24.3M). VTSMX pays higher dividends than SAOPX: VTSMX (1.02) vs SAOPX (0.77). SAOPX was incepted earlier than VTSMX: SAOPX (47 years) vs VTSMX (34 years). SAOPX (1.50) is less costly to investors than VTSMX (0.14). 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 : 12.09 vs. SAOPX (-34.93). VTSMX return over 5 years is better than : 77.91 vs. SAOPX (-30.01).
| SAOPX | VTSMX | SAOPX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.50 | 0.14 | 1,071% |
| Fund Existence | 47 years | 34 years | - |
| Gain YTD | 8.136 | 12.736 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 2.05T | 0% |
| Annual Yield % from dividends | 0.77 | 1.02 | 76% |
| Returns for 1 year | -34.93 | 12.09 | -289% |
| Returns for 3 years | -37.20 | 64.98 | -57% |
| Returns for 5 years | -30.01 | 77.91 | -39% |
| Returns for 10 years | -45.48 | 215.97 | -21% |