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SAOPX vs VSTSX
SAOPX vs VSTSX Comparison
Open Charts SAOPX vs VSTSX
Barrett Opportunity Retail
Price$16.45
Change-$0.13 (-0.78%)
VolumeN/A
Net Assets24.07M
Vanguard Total Stock Mkt Idx Instl Sel
Price$306.33
Change-$0.60 (-0.20%)
VolumeN/A
Net Assets1.95T
SAOPX vs VSTSX Comparison Chart in %
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SAOPX vs. VSTSX commentary
Sep 08, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. SAOPX (24.1M). VSTSX pays higher dividends than SAOPX: VSTSX (1.17) vs SAOPX (0.78). SAOPX was incepted earlier than VSTSX: SAOPX (47 years) vs VSTSX (9 years). SAOPX (1.50) is less costly to investors than VSTSX (0.01). VSTSX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VSTSX: SAOPX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 18.06 vs. SAOPX (-33.19). VSTSX return over 5 years is better than : 85.09 vs. SAOPX (-28.83).
| SAOPX | VSTSX | SAOPX / VSTSX | |
| Total Expense Ratio | 0.99 | 0.01 | 9,900% |
| Annual Report Gross Expense Ratio | 1.50 | 0.01 | 15,000% |
| Fund Existence | 47 years | 9 years | - |
| Gain YTD | 5.381 | 10.361 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1M | 1.95T | 0% |
| Annual Yield % from dividends | 0.78 | 1.17 | 67% |
| Returns for 1 year | -33.19 | 18.06 | -184% |
| Returns for 3 years | -36.48 | 63.76 | -57% |
| Returns for 5 years | -28.83 | 85.09 | -34% |
| Returns for 10 years | -43.95 | N/A | - |
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