Interact to see
Advertisement
Advertisement
SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$38.02
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets214.15M
Vanguard Total Stock Mkt Idx I
Price$160.59
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets2.02T
SOAVX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAVX vs. VTSMX commentary
Oct 07, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SOAVX (214M). SOAVX pays higher dividends than VTSMX: SOAVX (3.64) vs VTSMX (1.04). 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 annual gain was more profitable for investors over the last year : 19.10 vs. VTSMX (17.93). SOAVX return over 5 years is better than : 115.78 vs. VTSMX (94.50).
| 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 | 17.589 | 13.963 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 2.02T | 0% |
| Annual Yield % from dividends | 3.64 | 1.04 | 349% |
| Returns for 1 year | 19.10 | 17.93 | 107% |
| Returns for 3 years | 92.11 | 74.14 | 124% |
| Returns for 5 years | 115.78 | 94.50 | 123% |
| Returns for 10 years | 222.71 | 236.17 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement