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SOAVX vs VSTSX
SOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSX
Spirit of America Large Cap Value A
Price$32.97
Change-$0.10 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
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SOAVX vs VSTSX Comparison Chart
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SOAVX vs. VSTSX commentary
Sep 21, 2024
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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. SOAVX (189M). SOAVX pays higher dividends than VSTSX: SOAVX (4.55) vs VSTSX (1.36). SOAVX was incepted earlier than VSTSX: SOAVX (22 years) vs VSTSX (8 years). SOAVX is a more actively managed with annual turnover of: 5.00 vs. VSTSX (2.00). SOAVX has a lower initial minimum investment than VSTSX: SOAVX (500) vs VSTSX (5000000000). SOAVX annual gain was more profitable for investors over the last year : 39.36 vs. VSTSX (31.59). SOAVX return over 5 years is better than : 102.67 vs. VSTSX (85.77).
| SOAVX | VSTSX | SOAVX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 27.736 | 18.668 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 1.72T | 0% |
| Annual Yield % from dividends | 4.55 | 1.36 | 335% |
| Returns for 1 year | 39.36 | 31.59 | 125% |
| Returns for 3 years | 39.06 | 25.41 | 154% |
| Returns for 5 years | 102.67 | 85.77 | 120% |
| Returns for 10 years | 160.56 | N/A | - |
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