SAOPX
Price
$15.81
Change
+$0.08 (+0.51%)
Updated
Jan 17 closing price
Net Assets
24.79M
VTSMX
Price
$144.16
Change
+$1.34 (+0.94%)
Updated
Jan 17 closing price
Net Assets
1.78T
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SAOPX vs VTSMX

Header iconSAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMXBanner chart's image
Barrett Opportunity Retail
Price$15.81
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets24.79M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SAOPX vs VTSMX Comparison Chart
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VS
SAOPX vs. VTSMX commentary
Jan 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SAOPX (24.8M). 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 : 25.24 vs. SAOPX (-25.24). VTSMX return over 5 years is better than : 76.07 vs. SAOPX (-36.97).
SAOPXVTSMXSAOPX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence46 years33 years-
Gain YTD1.2812.24157%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets24.8M1.78T0%
Annual Yield % from dividends0.471.2637%
Returns for 1 year-25.2425.24-100%
Returns for 3 years-42.5628.94-147%
Returns for 5 years-36.9776.07-49%
Returns for 10 years-47.98194.99-25%
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