Interact to see
Advertisement
Advertisement
SOAVX vs VTSAX
SOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAX
Spirit of America Large Cap Value A
Price$35.81
Change-$0.20 (-0.56%)
VolumeN/A
Net Assets203.7M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SOAVX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAVX vs. VTSAX commentary
Sep 06, 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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. SOAVX (204M). SOAVX pays higher dividends than VTSAX: SOAVX (3.83) vs VTSAX (1.16). 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 (18.32) and VTSAX (18.27) have marching annual gain over last year. SOAVX return over 5 years is better than : 101.36 vs. VTSAX (85.33).
| 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 | 11.373 | 10.566 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 1.95T | 0% |
| Annual Yield % from dividends | 3.83 | 1.16 | 331% |
| Returns for 1 year | 18.32 | 18.27 | 100% |
| Returns for 3 years | 76.93 | 63.99 | 120% |
| Returns for 5 years | 101.36 | 85.33 | 119% |
| Returns for 10 years | 204.66 | 225.55 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement