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SOAVX vs VSMPX
SOAVX vs VSMPX Comparison
Open Charts SOAVX vs VSMPX
Spirit of America Large Cap Value A
Price$29.26
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets165.57M
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
SOAVX vs VSMPX Comparison Chart
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SOAVX vs. VSMPX commentary
Apr 18, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SOAVX (166M). SOAVX pays higher dividends than VSMPX: SOAVX (4.42) vs VSMPX (1.37). SOAVX was incepted earlier than VSMPX: SOAVX (23 years) vs VSMPX (10 years). SOAVX (1.53) is less costly to investors than VSMPX (0.02). 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 : 5.39 vs. VSMPX (4.36). SOAVX return over 5 years is better than : 96.79 vs. VSMPX (81.01).
| SOAVX | VSMPX | SOAVX / VSMPX | |
| Total Expense Ratio | 1.53 | 0.02 | 7,650% |
| Annual Report Gross Expense Ratio | 1.53 | 0.02 | 7,650% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -9.276 | -10.853 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 1.7T | 0% |
| Annual Yield % from dividends | 4.42 | 1.37 | 324% |
| Returns for 1 year | 5.39 | 4.36 | 124% |
| Returns for 3 years | 27.15 | 17.57 | 155% |
| Returns for 5 years | 96.79 | 81.01 | 119% |
| Returns for 10 years | 130.68 | N/A | - |