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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$16.44
Change+$0.18 (+1.11%)
VolumeN/A
Net Assets23.95M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
SAOPX vs VFIAX Comparison Chart in %
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SAOPX vs. VFIAX commentary
Oct 20, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SAOPX (23.9M). VFIAX pays higher dividends than SAOPX: VFIAX (1.14) vs SAOPX (0.77). 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 : 14.15 vs. SAOPX (-36.27). VFIAX return over 5 years is better than : 91.55 vs. SAOPX (-28.30).
| 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 | 5.317 | 13.413 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9M | 1.41T | 0% |
| Annual Yield % from dividends | 0.77 | 1.14 | 67% |
| Returns for 1 year | -36.27 | 14.15 | -256% |
| Returns for 3 years | -35.24 | 79.39 | -44% |
| Returns for 5 years | -28.30 | 91.55 | -31% |
| Returns for 10 years | -45.94 | 228.70 | -20% |
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