SOAVX
Price
$35.78
Change
+$0.13 (+0.36%)
Updated
Jul 25 closing price
Net Assets
202.27M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SOAVX vs VSMPX

Header iconSOAVX vs VSMPX Comparison
Open Charts SOAVX vs VSMPXBanner chart's image
Spirit of America Large Cap Value A
Price$35.78
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets202.27M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
SOAVX vs VSMPX Comparison Chart in %
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VS
SOAVX vs. VSMPX commentary
Jul 26, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SOAVX (202M). SOAVX pays higher dividends than VSMPX: SOAVX (3.96) vs VSMPX (1.22). SOAVX was incepted earlier than VSMPX: SOAVX (23 years) vs VSMPX (10 years). SOAVX (1.52) is less costly to investors than VSMPX (0.02). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). SOAVX has a lower initial minimum investment than VSMPX: SOAVX (500) vs VSMPX (100000000). SOAVX (17.96) and VSMPX (17.25) have marching annual gain over last year. SOAVX return over 5 years is better than : 113.23 vs. VSMPX (92.76).
SOAVXVSMPXSOAVX / VSMPX
Total Expense Ratio1.520.027,600%
Annual Report Gross Expense Ratio1.520.027,600%
Fund Existence23 years10 years-
Gain YTD10.2597.825131%
Front Load5%N/A-
Min. Initial Investment5001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets202M1.91T0%
Annual Yield % from dividends3.961.22324%
Returns for 1 year17.9617.25104%
Returns for 3 years75.3959.97126%
Returns for 5 years113.2392.76122%
Returns for 10 years181.62190.8195%
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