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SAOPX vs VFINX
SAOPX vs VFINX Comparison
Open Charts SAOPX vs VFINX
Barrett Opportunity Retail
Price$12.32
Change-$4.25 (-25.65%)
VolumeN/A
Net Assets23.15M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
SAOPX vs VFINX Comparison Chart in %
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SAOPX vs. VFINX commentary
Feb 05, 2026
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 StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. SAOPX (23.2M). VFINX pays higher dividends than SAOPX: VFINX (1.01) vs SAOPX (0.63). 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 : 15.48 vs. SAOPX (-20.93). VFINX return over 5 years is better than : 78.93 vs. SAOPX (-49.93).
| 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 | 0.571 | 1.131 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2M | 1.48T | 0% |
| Annual Yield % from dividends | 0.63 | 1.01 | 62% |
| Returns for 1 year | -20.93 | 15.48 | -135% |
| Returns for 3 years | -48.22 | 67.54 | -71% |
| Returns for 5 years | -49.93 | 78.93 | -63% |
| Returns for 10 years | -50.06 | 268.63 | -19% |
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