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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$29.26
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets165.57M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
SOAVX vs VTSMX Comparison Chart
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SOAVX vs. VTSMX commentary
Apr 18, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SOAVX (166M). SOAVX pays higher dividends than VTSMX: SOAVX (4.42) vs VTSMX (1.25). SOAVX was incepted earlier than VTSMX: SOAVX (23 years) vs VTSMX (33 years). SOAVX (1.53) is less costly to investors than VTSMX (0.14). 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 : 5.39 vs. VTSMX (4.35). SOAVX return over 5 years is better than : 96.79 vs. VTSMX (80.93).
| SOAVX | VTSMX | SOAVX / VTSMX | |
| Total Expense Ratio | 1.53 | 0.14 | 1,093% |
| Annual Report Gross Expense Ratio | 1.53 | 0.14 | 1,093% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -9.276 | -10.853 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 1.7T | 0% |
| Annual Yield % from dividends | 4.42 | 1.25 | 353% |
| Returns for 1 year | 5.39 | 4.35 | 124% |
| Returns for 3 years | 27.15 | 17.53 | 155% |
| Returns for 5 years | 96.79 | 80.93 | 120% |
| Returns for 10 years | 130.68 | 145.67 | 90% |