SAOPX
Price
$15.41
Change
+$0.10 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.92M
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SAOPX vs VSMPX

Header iconSAOPX vs VSMPX Comparison
Open Charts SAOPX vs VSMPXBanner chart's image
Barrett Opportunity Retail
Price$15.41
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets22.92M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
SAOPX vs VSMPX Comparison Chart in %
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SAOPX vs. VSMPX commentary
Jul 07, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SAOPX (22.9M). VSMPX pays higher dividends than SAOPX: VSMPX (1.22) vs SAOPX (0.82). SAOPX was incepted earlier than VSMPX: SAOPX (46 years) vs VSMPX (10 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 : 13.90 vs. SAOPX (-36.02). VSMPX return over 5 years is better than : 95.69 vs. SAOPX (-29.90).
SAOPXVSMPXSAOPX / VSMPX
Total Expense Ratio0.990.024,950%
Annual Report Gross Expense Ratio1.500.027,500%
Fund Existence46 years10 years-
Gain YTD-1.2816.426-20%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.9M1.82T0%
Annual Yield % from dividends0.821.2267%
Returns for 1 year-36.0213.90-259%
Returns for 3 years-39.8862.17-64%
Returns for 5 years-29.9095.69-31%
Returns for 10 years-50.12189.21-26%
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