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SOAVX vs VFIAX
SOAVX vs VFIAX Comparison
Open Charts SOAVX vs VFIAX
Spirit of America Large Cap Value A
Price$36.04
Change-$2.39 (-6.22%)
VolumeN/A
Net Assets212.83M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
SOAVX vs VFIAX Comparison Chart in %
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SOAVX vs. VFIAX 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. SOAVX (213M). SOAVX pays higher dividends than VFIAX: SOAVX (3.68) vs VFIAX (1.10). SOAVX was incepted earlier than VFIAX: SOAVX (24 years) vs VFIAX (25 years). SOAVX (1.52) is less costly to investors than VFIAX (0.04). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VFIAX (2.00). SOAVX has a lower initial minimum investment than VFIAX: SOAVX (500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. SOAVX (12.14). SOAVX (82.26) and VFIAX (78.94) have equivalent 5 years return.
| SOAVX | VFIAX | SOAVX / VFIAX | |
| Total Expense Ratio | 1.52 | 0.04 | 3,800% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 1.521 | 1.141 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 1.48T | 0% |
| Annual Yield % from dividends | 3.68 | 1.10 | 334% |
| Returns for 1 year | 12.14 | 15.49 | 78% |
| Returns for 3 years | 75.10 | 67.56 | 111% |
| Returns for 5 years | 82.26 | 78.94 | 104% |
| Returns for 10 years | 235.67 | 268.61 | 88% |
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