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SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$14.40
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets21.73M
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
SAOPX vs VTSMX Comparison Chart
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SAOPX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SAOPX (21.7M). VTSMX pays higher dividends than SAOPX: VTSMX (1.26) vs SAOPX (0.86). SAOPX was incepted earlier than VTSMX: SAOPX (46 years) vs VTSMX (33 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 : 9.72 vs. SAOPX (-38.56). VTSMX return over 5 years is better than : 91.66 vs. SAOPX (-30.26).
| 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 | 46 years | 33 years | - |
| Gain YTD | -7.751 | -1.624 | 477% |
| 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 | 1.26 | 68% |
| Returns for 1 year | -38.56 | 9.72 | -396% |
| Returns for 3 years | -44.46 | 45.36 | -98% |
| Returns for 5 years | -30.26 | 91.66 | -33% |
| Returns for 10 years | -52.53 | 170.79 | -31% |
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