SOAVX
Price
$35.78
Change
+$0.13 (+0.36%)
Updated
Jul 25 closing price
Net Assets
202.27M
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SOAVX vs VTSAX

Header iconSOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAXBanner chart's image
Spirit of America Large Cap Value A
Price$35.78
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets202.27M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SOAVX vs VTSAX Comparison Chart in %
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SOAVX vs. VTSAX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SOAVX (202M). 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). SOAVX (17.96) and VTSAX (17.24) have marching annual gain over last year. SOAVX return over 5 years is better than : 113.23 vs. VTSAX (92.70).
SOAVXVTSAXSOAVX / VTSAX
Total Expense Ratio1.520.043,800%
Annual Report Gross Expense Ratio1.520.043,800%
Fund Existence23 years25 years-
Gain YTD10.2597.814131%
Front Load5%N/A-
Min. Initial Investment500300017%
Min. Initial Investment IRAN/AN/A-
Net Assets202M1.91T0%
Annual Yield % from dividends3.961.21327%
Returns for 1 year17.9617.24104%
Returns for 3 years75.3959.92126%
Returns for 5 years113.2392.70122%
Returns for 10 years181.62200.3191%
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