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SOAVX vs VTSAX
SOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAX
Spirit of America Large Cap Value A
Price$34.67
Change+$0.43 (+1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$142.69
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
SOAVX vs VTSAX Comparison Chart
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SOAVX vs. VTSAX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SOAVX (194M). SOAVX pays higher dividends than VTSAX: SOAVX (4.55) vs VTSAX (1.35). SOAVX was incepted earlier than VTSAX: SOAVX (22 years) vs VTSAX (24 years). SOAVX is a more actively managed with annual turnover of: 5.00 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 : 35.06 vs. VTSAX (24.27). SOAVX return over 5 years is better than : 97.13 vs. VTSAX (79.25).
| SOAVX | VTSAX | SOAVX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 34.322 | 23.635 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 1.84T | 0% |
| Annual Yield % from dividends | 4.55 | 1.35 | 337% |
| Returns for 1 year | 35.06 | 24.27 | 144% |
| Returns for 3 years | 34.74 | 24.16 | 144% |
| Returns for 5 years | 97.13 | 79.25 | 123% |
| Returns for 10 years | 161.44 | 184.74 | 87% |