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SACVX vs VTSMX
SACVX vs VTSMX Comparison
Open Charts SACVX vs VTSMX
Spirit of America Large Cap Value C
Price$35.04
Change+$0.32 (+0.92%)
VolumeN/A
Net Assets199.68M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SACVX vs VTSMX Comparison Chart in %
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SACVX vs. VTSMX commentary
Jul 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 SACVX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SACVX (200M). SACVX pays higher dividends than VTSMX: SACVX (3.32) vs VTSMX (1.12). SACVX was incepted earlier than VTSMX: SACVX (9 years) vs VTSMX (33 years). SACVX (2.22) is less costly to investors than VTSMX (0.14). SACVX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). SACVX has a lower initial minimum investment than VTSMX: SACVX (500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. SACVX (10.85). SACVX return over 5 years is better than : 107.65 vs. VTSMX (95.59).
| SACVX | VTSMX | SACVX / VTSMX | |
| Total Expense Ratio | 2.22 | 0.14 | 1,586% |
| Annual Report Gross Expense Ratio | 2.22 | 0.14 | 1,586% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 8.043 | 6.421 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 1.82T | 0% |
| Annual Yield % from dividends | 3.32 | 1.12 | 297% |
| Returns for 1 year | 10.85 | 13.89 | 78% |
| Returns for 3 years | 73.54 | 62.08 | 118% |
| Returns for 5 years | 107.65 | 95.59 | 113% |
| Returns for 10 years | N/A | 198.05 | - |
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