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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$17.05
Change-$0.27 (-1.56%)
VolumeN/A
Net Assets25.03M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
SAOPX vs VFINX Comparison Chart in %
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SAOPX vs. VFINX commentary
Nov 14, 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: 1.46T vs. SAOPX (25M). VFINX pays higher dividends than SAOPX: VFINX (1.02) 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 : 12.61 vs. SAOPX (-34.39). VFINX return over 5 years is better than : 88.05 vs. SAOPX (-28.62).
| 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 | 10.955 | 14.710 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 1.46T | 0% |
| Annual Yield % from dividends | 0.77 | 1.02 | 75% |
| Returns for 1 year | -34.39 | 12.61 | -273% |
| Returns for 3 years | -35.68 | 70.37 | -51% |
| Returns for 5 years | -28.62 | 88.05 | -32% |
| Returns for 10 years | -42.56 | 228.28 | -19% |