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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$35.07
Change+$0.33 (+0.95%)
VolumeN/A
Net Assets199.68M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SOAVX vs VTSMX Comparison Chart in %
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SOAVX vs. VTSMX commentary
Jul 05, 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 (200M). SOAVX pays higher dividends than VTSMX: SOAVX (3.96) vs VTSMX (1.12). 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 : 13.89 vs. SOAVX (11.64). SOAVX return over 5 years is better than : 115.06 vs. VTSMX (95.59).
| 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 | 8.466 | 6.421 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 1.82T | 0% |
| Annual Yield % from dividends | 3.96 | 1.12 | 355% |
| Returns for 1 year | 11.64 | 13.89 | 84% |
| Returns for 3 years | 77.28 | 62.08 | 124% |
| Returns for 5 years | 115.06 | 95.59 | 120% |
| Returns for 10 years | 178.29 | 198.05 | 90% |
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