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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$12.48
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets23.65M
Vanguard 500 Index Investor
Price$639.82
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
SAOPX vs VFINX Comparison Chart in %
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SAOPX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. SAOPX (23.6M). VFINX pays higher dividends than SAOPX: VFINX (1.02) vs SAOPX (0.75). 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 : 14.84 vs. SAOPX (-21.15). VFINX return over 5 years is better than : 87.51 vs. SAOPX (-47.23).
| 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 | -20.051 | 17.904 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6M | 1.48T | 0% |
| Annual Yield % from dividends | 0.75 | 1.02 | 74% |
| Returns for 1 year | -21.15 | 14.84 | -143% |
| Returns for 3 years | -46.43 | 80.65 | -58% |
| Returns for 5 years | -47.23 | 87.51 | -54% |
| Returns for 10 years | -53.60 | 237.26 | -23% |