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SOAVX vs VSTSX
SOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSX
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 Sel
Price$248.07
Change+$0.58 (+0.23%)
VolumeN/A
Net Assets1.7T
SOAVX vs VSTSX Comparison Chart
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SOAVX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. SOAVX (166M). SOAVX pays higher dividends than VSTSX: SOAVX (4.42) vs VSTSX (1.37). 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: 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 : 5.39 vs. VSTSX (4.38). SOAVX return over 5 years is better than : 96.79 vs. VSTSX (81.07).
| 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 | -9.276 | -10.850 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 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 | 4.38 | 123% |
| Returns for 3 years | 27.15 | 17.61 | 154% |
| Returns for 5 years | 96.79 | 81.07 | 119% |
| Returns for 10 years | 130.68 | N/A | - |