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SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$15.41
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets22.92M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SAOPX vs VTSMX Comparison Chart in %
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SAOPX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SAOPX (22.9M). VTSMX pays higher dividends than SAOPX: VTSMX (1.12) vs SAOPX (0.82). SAOPX was incepted earlier than VTSMX: SAOPX (46 years) vs VTSMX (33 years). SAOPX (1.50) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SAOPX (0.00). SAOPX has a lower initial minimum investment than VTSMX: SAOPX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. SAOPX (-36.02). VTSMX return over 5 years is better than : 95.59 vs. SAOPX (-29.90).
| SAOPX | VTSMX | SAOPX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.50 | 0.14 | 1,071% |
| Fund Existence | 46 years | 33 years | - |
| Gain YTD | -1.281 | 6.421 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.82 | 1.12 | 74% |
| Returns for 1 year | -36.02 | 13.89 | -259% |
| Returns for 3 years | -39.88 | 62.08 | -64% |
| Returns for 5 years | -29.90 | 95.59 | -31% |
| Returns for 10 years | -50.12 | 198.05 | -25% |
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