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SOAVX vs VFINX
SOAVX vs VFINX Comparison
Open Charts SOAVX vs VFINX
SOAVX vs VFINX Comparison Chart in %
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SOAVX vs. VFINX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. SOAVX (236M). SOAVX pays higher dividends than VFINX: SOAVX (3.44) vs VFINX (0.97). 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 : 18.18 vs. SOAVX (12.70). SOAVX return over 5 years is better than : 75.87 vs. VFINX (70.57).
| 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 | 11.305 | 9.459 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 1.67T | 0% |
| Annual Yield % from dividends | 3.44 | 0.97 | 355% |
| Returns for 1 year | 12.70 | 18.18 | 70% |
| Returns for 3 years | 68.64 | 63.86 | 107% |
| Returns for 5 years | 75.87 | 70.57 | 107% |
| Returns for 10 years | 225.32 | 247.72 | 91% |
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