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SOAVX vs VTSAX
SOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAX
Spirit of America Large Cap Value A
Price$32.49
Change-$0.79 (-2.37%)
VolumeN/A
Net Assets191.57M
Vanguard Total Stock Mkt Idx Adm
Price$139.99
Change-$2.62 (-1.84%)
VolumeN/A
Net Assets1.84T
SOAVX vs VTSAX Comparison Chart
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SOAVX vs. VTSAX commentary
Mar 04, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SOAVX (192M). SOAVX pays higher dividends than VTSAX: SOAVX (4.55) vs VTSAX (1.35). SOAVX was incepted earlier than VTSAX: SOAVX (23 years) vs VTSAX (24 years). SOAVX is a more actively managed with annual turnover of: 5.00 vs. VTSAX (2.00). SOAVX has a lower initial minimum investment than VTSAX: SOAVX (500) vs VTSAX (3000). SOAVX annual gain was more profitable for investors over the last year : 17.58 vs. VTSAX (15.05). SOAVX return over 5 years is better than : 98.70 vs. VTSAX (85.29).
| SOAVX | VTSAX | SOAVX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.879 | 1.120 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 1.84T | 0% |
| Annual Yield % from dividends | 4.55 | 1.35 | 337% |
| Returns for 1 year | 17.58 | 15.05 | 117% |
| Returns for 3 years | 42.47 | 34.78 | 122% |
| Returns for 5 years | 98.70 | 85.29 | 116% |
| Returns for 10 years | 157.66 | 183.34 | 86% |