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SOAVX vs VSTSX
SOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSX
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 Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
SOAVX vs VSTSX Comparison Chart in %
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SOAVX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SOAVX (200M). SOAVX pays higher dividends than VSTSX: SOAVX (3.96) vs VSTSX (1.23). SOAVX was incepted earlier than VSTSX: SOAVX (23 years) vs VSTSX (9 years). SOAVX (1.52) is less costly to investors than VSTSX (0.01). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). SOAVX has a lower initial minimum investment than VSTSX: SOAVX (500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. SOAVX (11.64). SOAVX return over 5 years is better than : 115.06 vs. VSTSX (95.76).
| SOAVX | VSTSX | SOAVX / VSTSX | |
| Total Expense Ratio | 1.52 | 0.01 | 15,200% |
| Annual Report Gross Expense Ratio | 1.52 | 0.01 | 15,200% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.466 | 6.427 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 1.82T | 0% |
| Annual Yield % from dividends | 3.96 | 1.23 | 323% |
| Returns for 1 year | 11.64 | 13.91 | 84% |
| Returns for 3 years | 77.28 | 62.21 | 124% |
| Returns for 5 years | 115.06 | 95.76 | 120% |
| Returns for 10 years | 178.29 | N/A | - |
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