Interact to see
Advertisement
Advertisement
SOAVX vs VFINX
SOAVX vs VFINX Comparison
Open Charts SOAVX vs VFINX
SOAVX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAVX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. SOAVX (242M). SOAVX pays higher dividends than VFINX: SOAVX (3.31) vs VFINX (0.93). SOAVX was incepted earlier than VFINX: SOAVX (24 years) vs VFINX (50 years). SOAVX (1.53) is less costly to investors than VFINX (0.14). SOAVX is a more actively managed with annual turnover of: 10.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SOAVX: VFINX (0) vs SOAVX (500). VFINX 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. VFINX (76.97).
| SOAVX | VFINX | SOAVX / VFINX | |
| Total Expense Ratio | 1.53 | 0.14 | 1,093% |
| Annual Report Gross Expense Ratio | 1.53 | 0.14 | 1,093% |
| Fund Existence | 24 years | 50 years | - |
| Gain YTD | 13.437 | 9.820 | 137% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 1.7T | 0% |
| Annual Yield % from dividends | 3.31 | 0.93 | 357% |
| Returns for 1 year | 23.42 | 25.71 | 91% |
| Returns for 3 years | 82.76 | 72.59 | 114% |
| Returns for 5 years | 85.01 | 76.97 | 110% |
| Returns for 10 years | 247.88 | 269.90 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BTCO | 64.12 | 1.48 | +2.36% |
| Invesco Galaxy Bitcoin ETF | |||
| MXE | 13.55 | N/A | N/A |
| Mexico Equity and Income Fund (The) | |||
| PMFB | 27.27 | N/A | N/A |
| PGIM S&P 500 Max Buffer ETF - February | |||
| XYLD | 40.59 | -0.02 | -0.05% |
| Global X S&P 500® Covered Call ETF | |||
| IBGA | 24.32 | -0.15 | -0.61% |
| iShares iBonds Dec 2044 Term Trsy ETF | |||