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SOAVX vs VTSAX
SOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAX
Spirit of America Large Cap Value A
Price$37.65
Change+$0.32 (+0.86%)
VolumeN/A
Net Assets210.46M
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
SOAVX vs VTSAX Comparison Chart in %
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SOAVX vs. VTSAX commentary
Nov 20, 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: 2.05T vs. SOAVX (210M). SOAVX pays higher dividends than VTSAX: SOAVX (3.52) vs VTSAX (1.11). 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 : 10.80 vs. SOAVX (10.14). SOAVX return over 5 years is better than : 101.31 vs. VTSAX (77.64).
| SOAVX | VTSAX | SOAVX / VTSAX | |
| Total Expense Ratio | 1.52 | 0.04 | 3,800% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 15.455 | 11.966 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 2.05T | 0% |
| Annual Yield % from dividends | 3.52 | 1.11 | 318% |
| Returns for 1 year | 10.14 | 10.80 | 94% |
| Returns for 3 years | 76.67 | 63.88 | 120% |
| Returns for 5 years | 101.31 | 77.64 | 130% |
| Returns for 10 years | 200.01 | 214.45 | 93% |
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