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SAOPX vs VTSAX
SAOPX vs VTSAX Comparison
Open Charts SAOPX vs VTSAX
Barrett Opportunity Retail
Price$16.44
Change+$0.18 (+1.11%)
VolumeN/A
Net Assets23.95M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
SAOPX vs VTSAX Comparison Chart in %
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SAOPX vs. VTSAX commentary
Oct 20, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SAOPX (23.9M). VTSAX pays higher dividends than SAOPX: VTSAX (1.13) vs SAOPX (0.77). SAOPX was incepted earlier than VTSAX: SAOPX (47 years) vs VTSAX (25 years). SAOPX (1.50) is less costly to investors than VTSAX (0.04). VTSAX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VTSAX: SAOPX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. SAOPX (-36.27). VTSAX return over 5 years is better than : 84.90 vs. SAOPX (-28.30).
| SAOPX | VTSAX | SAOPX / VTSAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 3,750% |
| Fund Existence | 47 years | 25 years | - |
| Gain YTD | 5.317 | 13.023 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9M | 2.02T | 0% |
| Annual Yield % from dividends | 0.77 | 1.13 | 68% |
| Returns for 1 year | -36.27 | 13.81 | -263% |
| Returns for 3 years | -35.24 | 76.08 | -46% |
| Returns for 5 years | -28.30 | 84.90 | -33% |
| Returns for 10 years | -45.94 | 225.85 | -20% |
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