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SOAVX vs VSMPX
SOAVX vs VSMPX Comparison
Open Charts SOAVX vs VSMPX
Spirit of America Large Cap Value A
Price$38.56
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets215.62M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.33
Change+$0.93 (+0.30%)
VolumeN/A
Net Assets2.06T
SOAVX vs VSMPX Comparison Chart in %
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SOAVX vs. VSMPX commentary
Dec 13, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SOAVX (216M). SOAVX pays higher dividends than VSMPX: SOAVX (3.59) vs VSMPX (1.12). SOAVX was incepted earlier than VSMPX: SOAVX (23 years) vs VSMPX (11 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 (12.70) and SOAVX (12.22) have marching annual gain over last year. SOAVX return over 5 years is better than : 102.43 vs. VSMPX (79.39).
| SOAVX | VSMPX | SOAVX / VSMPX | |
| Total Expense Ratio | 1.52 | 0.02 | 7,600% |
| Annual Report Gross Expense Ratio | 1.52 | 0.02 | 7,600% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 19.260 | 17.371 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 2.06T | 0% |
| Annual Yield % from dividends | 3.59 | 1.12 | 321% |
| Returns for 1 year | 12.22 | 12.70 | 96% |
| Returns for 3 years | 82.12 | 70.86 | 116% |
| Returns for 5 years | 102.43 | 79.39 | 129% |
| Returns for 10 years | 219.87 | 230.39 | 95% |
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