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SAOPX vs VSTSX
SAOPX vs VSTSX Comparison
Open Charts SAOPX vs VSTSX
Barrett Opportunity Retail
Price$15.41
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets22.92M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
SAOPX vs VSTSX Comparison Chart in %
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SAOPX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SAOPX (22.9M). VSTSX pays higher dividends than SAOPX: VSTSX (1.23) vs SAOPX (0.82). SAOPX was incepted earlier than VSTSX: SAOPX (46 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 : 13.91 vs. SAOPX (-36.02). VSTSX return over 5 years is better than : 95.76 vs. SAOPX (-29.90).
| 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 | 46 years | 9 years | - |
| Gain YTD | -1.281 | 6.427 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.82 | 1.23 | 67% |
| Returns for 1 year | -36.02 | 13.91 | -259% |
| Returns for 3 years | -39.88 | 62.21 | -64% |
| Returns for 5 years | -29.90 | 95.76 | -31% |
| Returns for 10 years | -50.12 | N/A | - |
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