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SOAVX vs VSTSX
SOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSX
Spirit of America Large Cap Value A
Price$31.52
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets177.38M
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.64
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets1.72T
SOAVX vs VSTSX Comparison Chart
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SOAVX vs. VSTSX commentary
May 09, 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: 1.72T vs. SOAVX (177M). SOAVX pays higher dividends than VSTSX: SOAVX (4.43) vs VSTSX (1.38). SOAVX was incepted earlier than VSTSX: SOAVX (23 years) vs VSTSX (9 years). SOAVX (1.53) 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 (7.87) and SOAVX (7.80) have marching annual gain over last year. SOAVX return over 5 years is better than : 101.95 vs. VSTSX (88.05).
| SOAVX | VSTSX | SOAVX / VSTSX | |
| Total Expense Ratio | 1.53 | 0.01 | 15,300% |
| Annual Report Gross Expense Ratio | 1.53 | 0.01 | 15,300% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -4.880 | -4.647 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.72T | 0% |
| Annual Yield % from dividends | 4.43 | 1.38 | 322% |
| Returns for 1 year | 7.80 | 7.87 | 99% |
| Returns for 3 years | 46.16 | 39.48 | 117% |
| Returns for 5 years | 101.95 | 88.05 | 116% |
| Returns for 10 years | 140.17 | N/A | - |
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