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SACVX vs VSMPX
SACVX vs VSMPX Comparison
Open Charts SACVX vs VSMPX
Spirit of America Large Cap Value C
Price$30.95
Change-$0.87 (-2.73%)
VolumeN/A
Net Assets183.33M
Vanguard Total Stock Mkt Idx Instl Pls
Price$251.68
Change-$7.17 (-2.77%)
VolumeN/A
Net Assets1.81T
SACVX vs VSMPX Comparison Chart
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SACVX vs. VSMPX commentary
Mar 11, 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 SACVX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. SACVX (183M). SACVX pays higher dividends than VSMPX: SACVX (3.47) vs VSMPX (1.25). SACVX was incepted earlier than VSMPX: SACVX (9 years) vs VSMPX (10 years). SACVX (2.23) is less costly to investors than VSMPX (0.02). SACVX is a more actively managed with annual turnover of: 5.00 vs. VSMPX (2.00). SACVX has a lower initial minimum investment than VSMPX: SACVX (500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.85 vs. SACVX (9.65). SACVX (93.07) and VSMPX (88.89) have equivalent 5 years return.
| SACVX | VSMPX | SACVX / VSMPX | |
| Total Expense Ratio | 2.23 | 0.02 | 11,150% |
| Annual Report Gross Expense Ratio | 2.23 | 0.02 | 11,150% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -3.547 | -2.166 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 1.81T | 0% |
| Annual Yield % from dividends | 3.47 | 1.25 | 277% |
| Returns for 1 year | 9.65 | 10.85 | 89% |
| Returns for 3 years | 38.42 | 35.28 | 109% |
| Returns for 5 years | 93.07 | 88.89 | 105% |
| Returns for 10 years | N/A | N/A | - |
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