Interact to see
Advertisement
Advertisement
SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$14.84
Change-$0.10 (-0.67%)
VolumeN/A
Net Assets22.5M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SAOPX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SAOPX vs. VTSMX commentary
Jun 14, 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: 1.82T vs. SAOPX (22.5M). VTSMX pays higher dividends than SAOPX: VTSMX (1.18) vs SAOPX (0.84). 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 : 11.36 vs. SAOPX (-36.41). VTSMX return over 5 years is better than : 93.63 vs. SAOPX (-30.51).
| 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 | -4.292 | 2.548 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 1.82T | 0% |
| Annual Yield % from dividends | 0.84 | 1.18 | 71% |
| Returns for 1 year | -36.41 | 11.36 | -321% |
| Returns for 3 years | -39.51 | 59.46 | -66% |
| Returns for 5 years | -30.51 | 93.63 | -33% |
| Returns for 10 years | -50.50 | 182.22 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement