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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$33.96
Change-$0.30 (-0.88%)
VolumeN/A
Net Assets190.6M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SOAVX vs VTSMX Comparison Chart
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SOAVX vs. VTSMX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SOAVX (191M). SOAVX pays higher dividends than VTSMX: SOAVX (4.13) vs VTSMX (1.18). SOAVX was incepted earlier than VTSMX: SOAVX (23 years) vs VTSMX (33 years). SOAVX (1.52) is less costly to investors than VTSMX (0.14). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). SOAVX has a lower initial minimum investment than VTSMX: SOAVX (500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. SOAVX (8.67). SOAVX return over 5 years is better than : 112.62 vs. VTSMX (91.36).
| SOAVX | VTSMX | SOAVX / VTSMX | |
| Total Expense Ratio | 1.52 | 0.14 | 1,086% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 3.850 | 1.349 | 285% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 1.82T | 0% |
| Annual Yield % from dividends | 4.13 | 1.18 | 348% |
| Returns for 1 year | 8.67 | 10.06 | 86% |
| Returns for 3 years | 70.44 | 57.59 | 122% |
| Returns for 5 years | 112.62 | 91.36 | 123% |
| Returns for 10 years | 162.09 | 178.92 | 91% |