Ad is loading...
SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$32.97
Change-$0.10 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SOAVX vs VTSMX Comparison Chart
Loading...
SOAVX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SOAVX (189M). SOAVX pays higher dividends than VTSMX: SOAVX (4.55) vs VTSMX (1.26). SOAVX was incepted earlier than VTSMX: SOAVX (22 years) vs VTSMX (32 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 : 39.36 vs. VTSMX (31.53). SOAVX return over 5 years is better than : 102.67 vs. VTSMX (85.64).
| SOAVX | VTSMX | SOAVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 27.736 | 18.617 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 1.72T | 0% |
| Annual Yield % from dividends | 4.55 | 1.26 | 360% |
| Returns for 1 year | 39.36 | 31.53 | 125% |
| Returns for 3 years | 39.06 | 25.35 | 154% |
| Returns for 5 years | 102.67 | 85.64 | 120% |
| Returns for 10 years | 160.56 | 187.59 | 86% |