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SACVX vs VTSMX
SACVX vs VTSMX Comparison
Open Charts SACVX vs VTSMX
Spirit of America Large Cap Value C
Price$35.75
Change-$0.19 (-0.53%)
VolumeN/A
Net Assets203.7M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SACVX vs VTSMX Comparison Chart in %
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SACVX vs. VTSMX commentary
Sep 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 SACVX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SACVX (204M). SACVX pays higher dividends than VTSMX: SACVX (3.21) vs VTSMX (1.07). SACVX was incepted earlier than VTSMX: SACVX (9 years) vs VTSMX (33 years). SACVX (2.22) is less costly to investors than VTSMX (0.14). SACVX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). SACVX has a lower initial minimum investment than VTSMX: SACVX (500) vs VTSMX (3000). VTSMX (18.26) and SACVX (17.47) have marching annual gain over last year. SACVX return over 5 years is better than : 94.38 vs. VTSMX (85.31).
| SACVX | VTSMX | SACVX / VTSMX | |
| Total Expense Ratio | 2.22 | 0.14 | 1,586% |
| Annual Report Gross Expense Ratio | 2.22 | 0.14 | 1,586% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 10.818 | 10.550 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 1.95T | 0% |
| Annual Yield % from dividends | 3.21 | 1.07 | 301% |
| Returns for 1 year | 17.47 | 18.26 | 96% |
| Returns for 3 years | 73.24 | 63.95 | 115% |
| Returns for 5 years | 94.38 | 85.31 | 111% |
| Returns for 10 years | N/A | 224.80 | - |
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