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SAOPX vs VTSMX
SAOPX vs VTSMX Comparison
Open Charts SAOPX vs VTSMX
Barrett Opportunity Retail
Price$16.99
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets24.75M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SAOPX vs VTSMX Comparison Chart in %
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SAOPX vs. VTSMX commentary
Sep 29, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SAOPX (24.7M). VTSMX pays higher dividends than SAOPX: VTSMX (1.07) vs SAOPX (0.78). SAOPX was incepted earlier than VTSMX: SAOPX (47 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 : 15.63 vs. SAOPX (-32.27). VTSMX return over 5 years is better than : 96.53 vs. SAOPX (-21.75).
| 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 | 33 years | - |
| Gain YTD | 8.840 | 12.949 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7M | 1.95T | 0% |
| Annual Yield % from dividends | 0.78 | 1.07 | 73% |
| Returns for 1 year | -32.27 | 15.63 | -206% |
| Returns for 3 years | -30.11 | 80.25 | -38% |
| Returns for 5 years | -21.75 | 96.53 | -23% |
| Returns for 10 years | -39.74 | 249.92 | -16% |
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