Interact to see
Advertisement
Advertisement
SOAVX vs VFFSX
SOAVX vs VFFSX Comparison
Open Charts SOAVX vs VFFSX
Spirit of America Large Cap Value A
Price$36.04
Change-$2.39 (-6.22%)
VolumeN/A
Net Assets212.83M
Vanguard 500 Index Institutional Select
Price$338.85
Change+$9.19 (+2.79%)
VolumeN/A
Net Assets1.47T
SOAVX vs VFFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAVX vs. VFFSX commentary
Feb 05, 2026
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 StrongBuy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.48T vs. SOAVX (213M). SOAVX pays higher dividends than VFFSX: SOAVX (3.68) vs VFFSX (1.12). SOAVX was incepted earlier than VFFSX: SOAVX (24 years) vs VFFSX (10 years). SOAVX (1.52) is less costly to investors than VFFSX (0.01). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VFFSX (2.00). SOAVX has a lower initial minimum investment than VFFSX: SOAVX (500) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 15.50 vs. SOAVX (12.14). SOAVX (82.26) and VFFSX (79.05) have equivalent 5 years return.
| SOAVX | VFFSX | SOAVX / VFFSX | |
| Total Expense Ratio | 1.52 | 0.01 | 15,200% |
| Annual Report Gross Expense Ratio | 1.52 | 0.01 | 15,200% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 1.521 | 1.146 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 1.48T | 0% |
| Annual Yield % from dividends | 3.68 | 1.12 | 329% |
| Returns for 1 year | 12.14 | 15.50 | 78% |
| Returns for 3 years | 75.10 | 67.65 | 111% |
| Returns for 5 years | 82.26 | 79.05 | 104% |
| Returns for 10 years | 235.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement