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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$16.44
Change+$0.18 (+1.11%)
VolumeN/A
Net Assets23.95M
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
SAOPX vs VFINX Comparison Chart in %
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SAOPX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. SAOPX (23.9M). VFINX pays higher dividends than SAOPX: VFINX (1.05) vs SAOPX (0.77). SAOPX was incepted earlier than VFINX: SAOPX (47 years) vs VFINX (49 years). SAOPX (1.50) is less costly to investors than VFINX (0.14). VFINX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). VFINX has a lower initial minimum investment than SAOPX: VFINX (0) vs SAOPX (2500). VFINX annual gain was more profitable for investors over the last year : 14.15 vs. SAOPX (-36.27). VFINX return over 5 years is better than : 91.55 vs. SAOPX (-28.30).
| SAOPX | VFINX | SAOPX / VFINX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.50 | 0.14 | 1,071% |
| Fund Existence | 47 years | 49 years | - |
| Gain YTD | 5.317 | 13.407 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9M | 1.41T | 0% |
| Annual Yield % from dividends | 0.77 | 1.05 | 73% |
| Returns for 1 year | -36.27 | 14.15 | -256% |
| Returns for 3 years | -35.24 | 79.37 | -44% |
| Returns for 5 years | -28.30 | 91.55 | -31% |
| Returns for 10 years | -45.94 | 228.72 | -20% |
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