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SAOPX vs VSMPX
SAOPX vs VSMPX Comparison
Open Charts SAOPX vs VSMPX
Barrett Opportunity Retail
Price$12.32
Change-$4.25 (-25.65%)
VolumeN/A
Net Assets23.15M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
SAOPX vs VSMPX Comparison Chart in %
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SAOPX vs. VSMPX commentary
Feb 04, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SAOPX (23.2M). VSMPX pays higher dividends than SAOPX: VSMPX (1.11) vs SAOPX (0.63). SAOPX was incepted earlier than VSMPX: SAOPX (47 years) vs VSMPX (11 years). SAOPX (1.50) is less costly to investors than VSMPX (0.02). VSMPX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VSMPX: SAOPX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.80 vs. SAOPX (-20.93). VSMPX return over 5 years is better than : 68.28 vs. SAOPX (-49.93).
| SAOPX | VSMPX | SAOPX / VSMPX | |
| Total Expense Ratio | 0.99 | 0.02 | 4,950% |
| Annual Report Gross Expense Ratio | 1.50 | 0.02 | 7,500% |
| Fund Existence | 47 years | 11 years | - |
| Gain YTD | 0.571 | 1.381 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2M | 2.06T | 0% |
| Annual Yield % from dividends | 0.63 | 1.11 | 57% |
| Returns for 1 year | -20.93 | 14.80 | -141% |
| Returns for 3 years | -48.22 | 64.07 | -75% |
| Returns for 5 years | -49.93 | 68.28 | -73% |
| Returns for 10 years | -50.06 | 259.26 | -19% |
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