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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$37.33
Change-$0.36 (-0.96%)
VolumeN/A
Net Assets212.5M
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
SOAVX vs VTSMX Comparison Chart in %
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SOAVX vs. VTSMX commentary
Nov 20, 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: 2.05T vs. SOAVX (212M). SOAVX pays higher dividends than VTSMX: SOAVX (3.52) vs VTSMX (1.02). SOAVX was incepted earlier than VTSMX: SOAVX (23 years) vs VTSMX (34 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 (12.26) and VTSMX (12.09) have marching annual gain over last year. SOAVX return over 5 years is better than : 101.48 vs. VTSMX (77.91).
| 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 | 34 years | - |
| Gain YTD | 16.569 | 12.736 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 2.05T | 0% |
| Annual Yield % from dividends | 3.52 | 1.02 | 345% |
| Returns for 1 year | 12.26 | 12.09 | 101% |
| Returns for 3 years | 78.37 | 64.98 | 121% |
| Returns for 5 years | 101.48 | 77.91 | 130% |
| Returns for 10 years | 202.90 | 215.97 | 94% |
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