SOAVX
Price
$35.07
Change
+$0.33 (+0.95%)
Updated
Jul 3 closing price
Net Assets
199.68M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

SOAVX vs VTSAX

Header iconSOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAXBanner 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 Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SOAVX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SOAVX vs. VTSAX 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 VTSAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SOAVX (200M). SOAVX pays higher dividends than VTSAX: SOAVX (3.96) vs VTSAX (1.21). SOAVX was incepted earlier than VTSAX: SOAVX (23 years) vs VTSAX (25 years). SOAVX (1.52) is less costly to investors than VTSAX (0.04). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). SOAVX has a lower initial minimum investment than VTSAX: SOAVX (500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. SOAVX (11.64). SOAVX return over 5 years is better than : 115.06 vs. VTSAX (95.62).
SOAVXVTSAXSOAVX / VTSAX
Total Expense Ratio1.520.043,800%
Annual Report Gross Expense Ratio1.520.043,800%
Fund Existence23 years25 years-
Gain YTD8.4666.416132%
Front Load5%N/A-
Min. Initial Investment500300017%
Min. Initial Investment IRAN/AN/A-
Net Assets200M1.82T0%
Annual Yield % from dividends3.961.21327%
Returns for 1 year11.6413.8984%
Returns for 3 years77.2862.12124%
Returns for 5 years115.0695.62120%
Returns for 10 years178.29198.6990%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NFACX32.550.29
+0.90%
Neuberger Berman Focus C
SSEFX13.440.10
+0.75%
SouthernSun U.S. Equity, N
RVACX20.640.09
+0.44%
Victory RS Value C
JMVPX35.600.14
+0.39%
JPMorgan Mid Cap Value R3
BINSX15.240.04
+0.26%
Baillie Gifford International Alpha I