Interact to see
Advertisement
Advertisement
SAOPX vs VTSAX
SAOPX vs VTSAX Comparison
Open Charts SAOPX vs VTSAX
Barrett Opportunity Retail
Price$16.99
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets24.75M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SAOPX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SAOPX vs. VTSAX commentary
Sep 29, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. SAOPX (24.7M). VTSAX pays higher dividends than SAOPX: VTSAX (1.16) vs SAOPX (0.78). 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 : 15.64 vs. SAOPX (-32.27). VTSAX return over 5 years is better than : 96.61 vs. SAOPX (-21.75).
| 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 | 8.840 | 12.971 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7M | 1.95T | 0% |
| Annual Yield % from dividends | 0.78 | 1.16 | 68% |
| Returns for 1 year | -32.27 | 15.64 | -206% |
| Returns for 3 years | -30.11 | 80.33 | -37% |
| Returns for 5 years | -21.75 | 96.61 | -23% |
| Returns for 10 years | -39.74 | 250.82 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement