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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$32.49
Change-$0.79 (-2.37%)
VolumeN/A
Net Assets191.57M
Vanguard Total Stock Mkt Idx I
Price$139.94
Change-$2.63 (-1.84%)
VolumeN/A
Net Assets1.84T
SOAVX vs VTSMX Comparison Chart
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SOAVX vs. VTSMX commentary
Mar 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SOAVX (192M). SOAVX pays higher dividends than VTSMX: SOAVX (4.55) vs VTSMX (1.26). SOAVX was incepted earlier than VTSMX: SOAVX (23 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 : 17.58 vs. VTSMX (15.03). SOAVX return over 5 years is better than : 98.70 vs. VTSMX (85.29).
| SOAVX | VTSMX | SOAVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 0.879 | 1.113 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 1.84T | 0% |
| Annual Yield % from dividends | 4.55 | 1.26 | 360% |
| Returns for 1 year | 17.58 | 15.03 | 117% |
| Returns for 3 years | 42.47 | 34.77 | 122% |
| Returns for 5 years | 98.70 | 85.29 | 116% |
| Returns for 10 years | 157.66 | 182.75 | 86% |