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SOAVX vs VITSX
SOAVX vs VITSX Comparison
Open Charts SOAVX vs VITSX
Spirit of America Large Cap Value A
Price$35.81
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets203.06M
Vanguard Total Stock Market Idx I
Price$152.17
Change-$0.49 (-0.32%)
VolumeN/A
Net Assets1.91T
SOAVX vs VITSX Comparison Chart in %
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SOAVX vs. VITSX commentary
Jul 31, 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 Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. SOAVX (203M). SOAVX pays higher dividends than VITSX: SOAVX (3.96) vs VITSX (1.22). SOAVX was incepted earlier than VITSX: SOAVX (23 years) vs VITSX (28 years). SOAVX (1.52) is less costly to investors than VITSX (0.03). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VITSX (2.00). SOAVX has a lower initial minimum investment than VITSX: SOAVX (500) vs VITSX (5000000). SOAVX annual gain was more profitable for investors over the last year : 17.66 vs. VITSX (16.00). SOAVX return over 5 years is better than : 111.93 vs. VITSX (90.61).
| SOAVX | VITSX | SOAVX / VITSX | |
| Total Expense Ratio | 1.52 | 0.03 | 5,067% |
| Annual Report Gross Expense Ratio | 1.52 | 0.03 | 5,067% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 10.754 | 7.934 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.91T | 0% |
| Annual Yield % from dividends | 3.96 | 1.22 | 325% |
| Returns for 1 year | 17.66 | 16.00 | 110% |
| Returns for 3 years | 67.35 | 52.01 | 130% |
| Returns for 5 years | 111.93 | 90.61 | 124% |
| Returns for 10 years | 181.61 | 198.59 | 91% |
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