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SOAVX vs VSTSX
SOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSX
Spirit of America Large Cap Value A
Price$33.96
Change-$0.30 (-0.88%)
VolumeN/A
Net Assets190.6M
Vanguard Total Stock Mkt Idx Instl Sel
Price$281.43
Change-$3.33 (-1.17%)
VolumeN/A
Net Assets1.82T
SOAVX vs VSTSX Comparison Chart
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SOAVX vs. VSTSX commentary
Jun 15, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SOAVX (191M). SOAVX pays higher dividends than VSTSX: SOAVX (4.13) vs VSTSX (1.29). SOAVX was incepted earlier than VSTSX: SOAVX (23 years) vs VSTSX (9 years). SOAVX (1.52) is less costly to investors than VSTSX (0.01). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). SOAVX has a lower initial minimum investment than VSTSX: SOAVX (500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 10.09 vs. SOAVX (8.67). SOAVX return over 5 years is better than : 112.62 vs. VSTSX (91.51).
| SOAVX | VSTSX | SOAVX / VSTSX | |
| Total Expense Ratio | 1.52 | 0.01 | 15,200% |
| Annual Report Gross Expense Ratio | 1.52 | 0.01 | 15,200% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 3.850 | 1.376 | 280% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 1.82T | 0% |
| Annual Yield % from dividends | 4.13 | 1.29 | 319% |
| Returns for 1 year | 8.67 | 10.09 | 86% |
| Returns for 3 years | 70.44 | 57.70 | 122% |
| Returns for 5 years | 112.62 | 91.51 | 123% |
| Returns for 10 years | 162.09 | N/A | - |