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SOAVX vs VITSX
SOAVX vs VITSX Comparison
Open Charts SOAVX vs VITSX
Spirit of America Large Cap Value A
Price$30.86
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets174.51M
Vanguard Total Stock Market Idx I
Price$132.88
Change+$0.12 (+0.09%)
VolumeN/A
Net Assets1.7T
SOAVX vs VITSX Comparison Chart
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SOAVX vs. VITSX commentary
May 02, 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 SOAVX is a StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. SOAVX (175M). SOAVX pays higher dividends than VITSX: SOAVX (4.42) vs VITSX (1.36). SOAVX was incepted earlier than VITSX: SOAVX (23 years) vs VITSX (28 years). SOAVX (1.53) is less costly to investors than VITSX (0.03). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VITSX (2.00). SOAVX has a lower initial minimum investment than VITSX: SOAVX (500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 9.81 vs. SOAVX (8.92). SOAVX return over 5 years is better than : 105.74 vs. VITSX (93.09).
| SOAVX | VITSX | SOAVX / VITSX | |
| Total Expense Ratio | 1.53 | 0.03 | 5,100% |
| Annual Report Gross Expense Ratio | 1.53 | 0.03 | 5,100% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -6.487 | -5.847 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 1.7T | 0% |
| Annual Yield % from dividends | 4.42 | 1.36 | 324% |
| Returns for 1 year | 8.92 | 9.81 | 91% |
| Returns for 3 years | 39.31 | 32.07 | 123% |
| Returns for 5 years | 105.74 | 93.09 | 114% |
| Returns for 10 years | 136.00 | 160.13 | 85% |
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