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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$33.89
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets194.26M
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
SOAVX vs VTSMX Comparison Chart
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SOAVX vs. VTSMX commentary
Jan 31, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SOAVX (194M). SOAVX pays higher dividends than VTSMX: SOAVX (4.55) vs VTSMX (1.26). SOAVX was incepted earlier than VTSMX: SOAVX (23 years) vs VTSMX (33 years). SOAVX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). SOAVX has a lower initial minimum investment than VTSMX: SOAVX (500) vs VTSMX (3000). SOAVX annual gain was more profitable for investors over the last year : 28.65 vs. VTSMX (24.48). SOAVX return over 5 years is better than : 96.41 vs. VTSMX (83.05).
| SOAVX | VTSMX | SOAVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 2.182 | 2.986 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 1.78T | 0% |
| Annual Yield % from dividends | 4.55 | 1.26 | 360% |
| Returns for 1 year | 28.65 | 24.48 | 117% |
| Returns for 3 years | 40.86 | 31.83 | 128% |
| Returns for 5 years | 96.41 | 83.05 | 116% |
| Returns for 10 years | 167.43 | 196.61 | 85% |
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