SOAVX
Price
$35.78
Change
+$0.13 (+0.36%)
Updated
Jul 25 closing price
Net Assets
202.27M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SOAVX vs VTSMX

Header iconSOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMXBanner 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 I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SOAVX vs VTSMX Comparison Chart in %
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SOAVX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SOAVX (202M). 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). SOAVX (17.96) and VTSMX (17.23) have marching annual gain over last year. SOAVX return over 5 years is better than : 113.23 vs. VTSMX (92.66).
SOAVXVTSMXSOAVX / VTSMX
Total Expense Ratio1.520.141,086%
Annual Report Gross Expense Ratio1.520.141,086%
Fund Existence23 years33 years-
Gain YTD10.2597.812131%
Front Load5%N/A-
Min. Initial Investment500300017%
Min. Initial Investment IRAN/AN/A-
Net Assets202M1.91T0%
Annual Yield % from dividends3.961.12355%
Returns for 1 year17.9617.23104%
Returns for 3 years75.3959.89126%
Returns for 5 years113.2392.66122%
Returns for 10 years181.62199.6491%
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