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SOAVX vs VSMPX
SOAVX vs VSMPX Comparison
Open Charts SOAVX vs VSMPX
Spirit of America Large Cap Value A
Price$32.49
Change-$0.79 (-2.37%)
VolumeN/A
Net Assets191.57M
Vanguard Total Stock Mkt Idx Instl Pls
Price$262.65
Change-$4.92 (-1.84%)
VolumeN/A
Net Assets1.84T
SOAVX vs VSMPX Comparison Chart
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SOAVX vs. VSMPX commentary
Mar 04, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. SOAVX (192M). SOAVX pays higher dividends than VSMPX: SOAVX (4.55) vs VSMPX (1.36). SOAVX was incepted earlier than VSMPX: SOAVX (23 years) vs VSMPX (10 years). SOAVX is a more actively managed with annual turnover of: 5.00 vs. VSMPX (2.00). SOAVX has a lower initial minimum investment than VSMPX: SOAVX (500) vs VSMPX (100000000). SOAVX annual gain was more profitable for investors over the last year : 18.83 vs. VSMPX (15.98). SOAVX return over 5 years is better than : 110.24 vs. VSMPX (95.80).
| SOAVX | VSMPX | SOAVX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 0.879 | 1.130 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 1.84T | 0% |
| Annual Yield % from dividends | 4.55 | 1.36 | 335% |
| Returns for 1 year | 18.83 | 15.98 | 118% |
| Returns for 3 years | 43.63 | 35.00 | 125% |
| Returns for 5 years | 110.24 | 95.80 | 115% |
| Returns for 10 years | 153.08 | N/A | - |