SOAVX
Price
$35.07
Change
+$0.33 (+0.95%)
Updated
Jul 3 closing price
Net Assets
199.68M
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SOAVX vs VSMPX

Header iconSOAVX vs VSMPX Comparison
Open Charts SOAVX vs VSMPXBanner chart's image
Spirit of America Large Cap Value A
Price$35.07
Change+$0.33 (+0.95%)
VolumeN/A
Net Assets199.68M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
SOAVX vs VSMPX Comparison Chart in %
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VS
SOAVX vs. VSMPX 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 SOAVX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SOAVX (200M). SOAVX pays higher dividends than VSMPX: SOAVX (3.96) vs VSMPX (1.22). SOAVX was incepted earlier than VSMPX: SOAVX (23 years) vs VSMPX (10 years). SOAVX (1.52) is less costly to investors than VSMPX (0.02). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). SOAVX has a lower initial minimum investment than VSMPX: SOAVX (500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. SOAVX (11.64). SOAVX return over 5 years is better than : 115.06 vs. VSMPX (95.69).
SOAVXVSMPXSOAVX / VSMPX
Total Expense Ratio1.520.027,600%
Annual Report Gross Expense Ratio1.520.027,600%
Fund Existence23 years10 years-
Gain YTD8.4666.426132%
Front Load5%N/A-
Min. Initial Investment5001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets200M1.82T0%
Annual Yield % from dividends3.961.22324%
Returns for 1 year11.6413.9084%
Returns for 3 years77.2862.17124%
Returns for 5 years115.0695.69120%
Returns for 10 years178.29189.2194%
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