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SAOPX vs VTSAX
SAOPX vs VTSAX Comparison
Open Charts SAOPX vs VTSAX
Barrett Opportunity Retail
Price$17.05
Change-$0.27 (-1.56%)
VolumeN/A
Net Assets25.03M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
SAOPX vs VTSAX Comparison Chart in %
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SAOPX vs. VTSAX commentary
Nov 14, 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: 2.05T vs. SAOPX (25M). VTSAX pays higher dividends than SAOPX: VTSAX (1.11) 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 : 11.52 vs. SAOPX (-34.39). VTSAX return over 5 years is better than : 80.80 vs. SAOPX (-28.62).
| 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 | 10.955 | 13.952 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 2.05T | 0% |
| Annual Yield % from dividends | 0.77 | 1.11 | 70% |
| Returns for 1 year | -34.39 | 11.52 | -299% |
| Returns for 3 years | -35.68 | 66.89 | -53% |
| Returns for 5 years | -28.62 | 80.80 | -35% |
| Returns for 10 years | -42.56 | 225.71 | -19% |
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