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SOAVX vs VTSAX
SOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAX
Spirit of America Large Cap Value A
Price$38.02
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets214.15M
Vanguard Total Stock Mkt Idx Adm
Price$160.62
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets2.02T
SOAVX vs VTSAX Comparison Chart in %
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SOAVX vs. VTSAX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SOAVX (214M). SOAVX pays higher dividends than VTSAX: SOAVX (3.64) vs VTSAX (1.13). 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). SOAVX annual gain was more profitable for investors over the last year : 19.10 vs. VTSAX (17.94). SOAVX return over 5 years is better than : 115.78 vs. VTSAX (94.54).
| 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 | 17.589 | 13.967 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 2.02T | 0% |
| Annual Yield % from dividends | 3.64 | 1.13 | 321% |
| Returns for 1 year | 19.10 | 17.94 | 106% |
| Returns for 3 years | 92.11 | 74.19 | 124% |
| Returns for 5 years | 115.78 | 94.54 | 122% |
| Returns for 10 years | 222.71 | 236.99 | 94% |
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