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SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$15.95
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets23.54M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SAOPX vs VTSMX Comparison Chart in %
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SAOPX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. SAOPX (23.5M). 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 : 17.75 vs. SAOPX (-34.75). VTSMX return over 5 years is better than : 93.51 vs. SAOPX (-29.76).
| 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 | 2.178 | 8.287 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5M | 1.91T | 0% |
| Annual Yield % from dividends | 0.82 | 1.12 | 74% |
| Returns for 1 year | -34.75 | 17.75 | -196% |
| Returns for 3 years | -37.29 | 60.60 | -62% |
| Returns for 5 years | -29.76 | 93.51 | -32% |
| Returns for 10 years | -48.56 | 200.97 | -24% |
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