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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$36.00
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets205.37M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SOAVX vs VTSMX Comparison Chart in %
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SOAVX vs. VTSMX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SOAVX (205M). SOAVX pays higher dividends than VTSMX: SOAVX (3.84) vs VTSMX (1.09). 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 (16.52) and SOAVX (16.36) have marching annual gain over last year. SOAVX return over 5 years is better than : 106.08 vs. VTSMX (86.32).
| 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 | 11.806 | 9.557 | 124% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 1.91T | 0% |
| Annual Yield % from dividends | 3.84 | 1.09 | 352% |
| Returns for 1 year | 16.36 | 16.52 | 99% |
| Returns for 3 years | 61.89 | 47.19 | 131% |
| Returns for 5 years | 106.08 | 86.32 | 123% |
| Returns for 10 years | 186.86 | 203.34 | 92% |
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