Interact to see
Advertisement
Advertisement
SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$16.06
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets23.75M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SAOPX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SAOPX vs. VTSMX commentary
Aug 17, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SAOPX (23.8M). VTSMX pays higher dividends than SAOPX: VTSMX (1.09) vs SAOPX (0.80). SAOPX was incepted earlier than VTSMX: SAOPX (47 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 : 16.21 vs. SAOPX (-35.06). VTSMX return over 5 years is better than : 85.82 vs. SAOPX (-31.60).
| 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 | 33 years | - |
| Gain YTD | 2.883 | 9.266 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 1.91T | 0% |
| Annual Yield % from dividends | 0.80 | 1.09 | 74% |
| Returns for 1 year | -35.06 | 16.21 | -216% |
| Returns for 3 years | -42.21 | 46.80 | -90% |
| Returns for 5 years | -31.60 | 85.82 | -37% |
| Returns for 10 years | -49.02 | 202.54 | -24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement