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SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$16.49
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets23.93M
Vanguard Total Stock Mkt Idx I
Price$159.09
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets2.02T
SAOPX vs VTSMX Comparison Chart in %
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SAOPX vs. VTSMX commentary
Oct 15, 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: 2.02T vs. SAOPX (23.9M). VTSMX pays higher dividends than SAOPX: VTSMX (1.04) vs SAOPX (0.77). 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 : 13.52 vs. SAOPX (-36.21). VTSMX return over 5 years is better than : 84.61 vs. SAOPX (-27.83).
| 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 | 5.253 | 12.920 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9M | 2.02T | 0% |
| Annual Yield % from dividends | 0.77 | 1.04 | 74% |
| Returns for 1 year | -36.21 | 13.52 | -268% |
| Returns for 3 years | -32.92 | 82.87 | -40% |
| Returns for 5 years | -27.83 | 84.61 | -33% |
| Returns for 10 years | -45.87 | 224.52 | -20% |
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