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SAOPX vs VTSAX
SAOPX vs VTSAX Comparison
Open Charts SAOPX vs VTSAX
Barrett Opportunity Retail
Price$15.95
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets23.54M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SAOPX vs VTSAX Comparison Chart in %
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SAOPX vs. VTSAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SAOPX (23.5M). VTSAX pays higher dividends than SAOPX: VTSAX (1.21) vs SAOPX (0.82). SAOPX was incepted earlier than VTSAX: SAOPX (46 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 : 17.75 vs. SAOPX (-34.75). VTSAX return over 5 years is better than : 93.55 vs. SAOPX (-29.76).
| 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 | 46 years | 25 years | - |
| Gain YTD | 2.178 | 8.289 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5M | 1.91T | 0% |
| Annual Yield % from dividends | 0.82 | 1.21 | 68% |
| Returns for 1 year | -34.75 | 17.75 | -196% |
| Returns for 3 years | -37.29 | 60.63 | -62% |
| Returns for 5 years | -29.76 | 93.55 | -32% |
| Returns for 10 years | -48.56 | 201.64 | -24% |
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