SOAVX
Price
$35.81
Change
-$0.04 (-0.11%)
Updated
Jul 29 closing price
Net Assets
203.06M
VSMPX
Price
$285.44
Change
-$0.94 (-0.33%)
Updated
Jul 29 closing price
Net Assets
1.91T
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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$35.81
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets203.06M
Vanguard Total Stock Mkt Idx Instl Pls
Price$285.44
Change-$0.94 (-0.33%)
VolumeN/A
Net Assets1.91T
SOAVX vs VSMPX Comparison Chart in %
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VS
SOAVX vs. VSMPX 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SOAVX (203M). 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). SOAVX annual gain was more profitable for investors over the last year : 17.66 vs. VSMPX (16.00). SOAVX return over 5 years is better than : 111.93 vs. VSMPX (90.67).
SOAVXVSMPXSOAVX / VSMPX
Total Expense Ratio1.520.027,600%
Annual Report Gross Expense Ratio1.520.027,600%
Fund Existence23 years10 years-
Gain YTD10.7547.934136%
Front Load5%N/A-
Min. Initial Investment5001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets203M1.91T0%
Annual Yield % from dividends3.961.22324%
Returns for 1 year17.6616.00110%
Returns for 3 years67.3552.03129%
Returns for 5 years111.9390.67123%
Returns for 10 years181.61189.1796%
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