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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$12.32
Change-$4.25 (-25.65%)
VolumeN/A
Net Assets23.15M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
SAOPX vs VFIAX Comparison Chart in %
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SAOPX vs. VFIAX commentary
Feb 04, 2026
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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. SAOPX (23.2M). VFIAX pays higher dividends than SAOPX: VFIAX (1.10) vs SAOPX (0.63). SAOPX was incepted earlier than VFIAX: SAOPX (47 years) vs VFIAX (25 years). SAOPX (1.50) is less costly to investors than VFIAX (0.04). VFIAX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VFIAX: SAOPX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. SAOPX (-20.93). VFIAX return over 5 years is better than : 78.94 vs. SAOPX (-49.93).
| SAOPX | VFIAX | SAOPX / VFIAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 3,750% |
| Fund Existence | 47 years | 25 years | - |
| Gain YTD | 0.571 | 1.141 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2M | 1.48T | 0% |
| Annual Yield % from dividends | 0.63 | 1.10 | 57% |
| Returns for 1 year | -20.93 | 15.49 | -135% |
| Returns for 3 years | -48.22 | 67.56 | -71% |
| Returns for 5 years | -49.93 | 78.94 | -63% |
| Returns for 10 years | -50.06 | 268.61 | -19% |
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