SOAVX
Price
$35.07
Change
+$0.33 (+0.95%)
Updated
Jul 3 closing price
Net Assets
199.68M
VSTSX
Price
$295.41
Change
+$2.52 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SOAVX vs VSTSX

Header iconSOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSXBanner chart's image
Spirit of America Large Cap Value A
Price$35.07
Change+$0.33 (+0.95%)
VolumeN/A
Net Assets199.68M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
SOAVX vs VSTSX Comparison Chart in %
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SOAVX vs. VSTSX commentary
Jul 05, 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.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SOAVX (200M). SOAVX pays higher dividends than VSTSX: SOAVX (3.96) vs VSTSX (1.23). 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 : 13.91 vs. SOAVX (11.64). SOAVX return over 5 years is better than : 115.06 vs. VSTSX (95.76).
SOAVXVSTSXSOAVX / VSTSX
Total Expense Ratio1.520.0115,200%
Annual Report Gross Expense Ratio1.520.0115,200%
Fund Existence23 years9 years-
Gain YTD8.4666.427132%
Front Load5%N/A-
Min. Initial Investment50050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets200M1.82T0%
Annual Yield % from dividends3.961.23323%
Returns for 1 year11.6413.9184%
Returns for 3 years77.2862.21124%
Returns for 5 years115.0695.76120%
Returns for 10 years178.29N/A-
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