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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$34.67
Change+$0.43 (+1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
SOAVX vs VTSMX Comparison Chart
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SOAVX vs. VTSMX commentary
Dec 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SOAVX (194M). SOAVX pays higher dividends than VTSMX: SOAVX (4.55) vs VTSMX (1.26). SOAVX was incepted earlier than VTSMX: SOAVX (22 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 : 35.06 vs. VTSMX (24.23). SOAVX return over 5 years is better than : 97.13 vs. VTSMX (79.24).
| SOAVX | VTSMX | SOAVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 34.322 | 23.596 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 1.84T | 0% |
| Annual Yield % from dividends | 4.55 | 1.26 | 360% |
| Returns for 1 year | 35.06 | 24.23 | 145% |
| Returns for 3 years | 34.74 | 24.14 | 144% |
| Returns for 5 years | 97.13 | 79.24 | 123% |
| Returns for 10 years | 161.44 | 184.08 | 88% |
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