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SOAVX vs VFIAX
SOAVX vs VFIAX Comparison
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SOAVX vs VFIAX Comparison Chart in %
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SOAVX vs. VFIAX commentary
Jun 23, 2026
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 SOAVX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. SOAVX (242M). SOAVX pays higher dividends than VFIAX: SOAVX (3.31) vs VFIAX (1.02). SOAVX was incepted earlier than VFIAX: SOAVX (24 years) vs VFIAX (26 years). SOAVX (1.53) is less costly to investors than VFIAX (0.04). SOAVX is a more actively managed with annual turnover of: 10.00 vs. VFIAX (2.00). SOAVX has a lower initial minimum investment than VFIAX: SOAVX (500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.71 vs. SOAVX (23.42). SOAVX return over 5 years is better than : 85.01 vs. VFIAX (76.97).
| SOAVX | VFIAX | SOAVX / VFIAX | |
| Total Expense Ratio | 1.53 | 0.04 | 3,825% |
| Annual Report Gross Expense Ratio | 1.53 | 0.04 | 3,825% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 13.437 | 9.838 | 137% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 1.7T | 0% |
| Annual Yield % from dividends | 3.31 | 1.02 | 326% |
| Returns for 1 year | 23.42 | 25.71 | 91% |
| Returns for 3 years | 82.76 | 72.60 | 114% |
| Returns for 5 years | 85.01 | 76.97 | 110% |
| Returns for 10 years | 247.88 | 269.95 | 92% |
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