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SAOPX vs VFIAX
SAOPX vs VFIAX Comparison
Open Charts SAOPX vs VFIAX
Barrett Opportunity Retail
Price$12.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.72M
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
SAOPX vs VFIAX Comparison Chart in %
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SAOPX vs. VFIAX commentary
Dec 27, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. SAOPX (23.7M). VFIAX pays higher dividends than SAOPX: VFIAX (1.11) vs SAOPX (0.75). 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 : 14.85 vs. SAOPX (-21.40). VFIAX return over 5 years is better than : 87.47 vs. SAOPX (-47.23).
| 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 | -20.051 | 17.879 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7M | 1.48T | 0% |
| Annual Yield % from dividends | 0.75 | 1.11 | 68% |
| Returns for 1 year | -21.40 | 14.85 | -144% |
| Returns for 3 years | -46.25 | 81.35 | -57% |
| Returns for 5 years | -47.23 | 87.47 | -54% |
| Returns for 10 years | -53.79 | 234.28 | -23% |
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