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SOAVX vs VFINX
SOAVX vs VFINX Comparison
Open Charts SOAVX vs VFINX
Spirit of America Large Cap Value A
Price$36.04
Change-$2.39 (-6.22%)
VolumeN/A
Net Assets212.83M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
SOAVX vs VFINX Comparison Chart in %
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SOAVX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. SOAVX (213M). SOAVX pays higher dividends than VFINX: SOAVX (3.68) vs VFINX (1.01). SOAVX was incepted earlier than VFINX: SOAVX (24 years) vs VFINX (49 years). SOAVX (1.52) is less costly to investors than VFINX (0.14). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SOAVX: VFINX (0) vs SOAVX (500). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. SOAVX (12.14). SOAVX (82.26) and VFINX (78.93) have equivalent 5 years return.
| SOAVX | VFINX | SOAVX / VFINX | |
| Total Expense Ratio | 1.52 | 0.14 | 1,086% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 24 years | 49 years | - |
| Gain YTD | 1.521 | 1.131 | 134% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 1.48T | 0% |
| Annual Yield % from dividends | 3.68 | 1.01 | 364% |
| Returns for 1 year | 12.14 | 15.48 | 78% |
| Returns for 3 years | 75.10 | 67.54 | 111% |
| Returns for 5 years | 82.26 | 78.93 | 104% |
| Returns for 10 years | 235.67 | 268.63 | 88% |
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