Interact to see
Advertisement
Advertisement
SOAVX vs VSTSX
SOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSX
Spirit of America Large Cap Value A
Price$35.78
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets202.27M
Vanguard Total Stock Mkt Idx Instl Sel
Price$300.61
Change+$1.32 (+0.44%)
VolumeN/A
Net Assets1.91T
SOAVX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAVX vs. VSTSX commentary
Jul 26, 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: 1.91T vs. SOAVX (202M). 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). SOAVX (17.96) and VSTSX (17.26) have marching annual gain over last year. SOAVX return over 5 years is better than : 113.23 vs. VSTSX (92.82).
| 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 | 10.259 | 7.825 | 131% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 1.91T | 0% |
| Annual Yield % from dividends | 3.96 | 1.23 | 323% |
| Returns for 1 year | 17.96 | 17.26 | 104% |
| Returns for 3 years | 75.39 | 60.01 | 126% |
| Returns for 5 years | 113.23 | 92.82 | 122% |
| Returns for 10 years | 181.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement