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SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$16.44
Change+$0.18 (+1.11%)
VolumeN/A
Net Assets23.95M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SAOPX vs VTSMX Comparison Chart in %
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SAOPX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SAOPX (23.9M). VTSMX pays higher dividends than SAOPX: VTSMX (1.04) vs SAOPX (0.77). SAOPX was incepted earlier than VTSMX: SAOPX (47 years) vs VTSMX (34 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 : 13.79 vs. SAOPX (-36.27). VTSMX return over 5 years is better than : 84.86 vs. SAOPX (-28.30).
| 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 | 47 years | 34 years | - |
| Gain YTD | 5.317 | 13.012 | 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 | 1.04 | 74% |
| Returns for 1 year | -36.27 | 13.79 | -263% |
| Returns for 3 years | -35.24 | 76.02 | -46% |
| Returns for 5 years | -28.30 | 84.86 | -33% |
| Returns for 10 years | -45.94 | 225.10 | -20% |
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