SAOPX
Price
$15.41
Change
+$0.10 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.92M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SAOPX vs VTSMX

Header iconSAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMXBanner chart's image
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.

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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).
SAOPXVTSMXSAOPX / VTSMX
Total Expense Ratio0.990.14707%
Annual Report Gross Expense Ratio1.500.141,071%
Fund Existence46 years33 years-
Gain YTD-1.2816.421-20%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets22.9M1.82T0%
Annual Yield % from dividends0.821.1274%
Returns for 1 year-36.0213.89-259%
Returns for 3 years-39.8862.08-64%
Returns for 5 years-29.9095.59-31%
Returns for 10 years-50.12198.05-25%
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