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SOAVX vs VSTSX
SOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSX
Spirit of America Large Cap Value A
Price$38.08
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets214.56M
Vanguard Total Stock Mkt Idx Instl Sel
Price$313.67
Change+$1.37 (+0.44%)
VolumeN/A
Net Assets2.02T
SOAVX vs VSTSX Comparison Chart in %
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SOAVX vs. VSTSX commentary
Oct 20, 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.02T vs. SOAVX (215M). SOAVX pays higher dividends than VSTSX: SOAVX (3.64) vs VSTSX (1.15). 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). SOAVX annual gain was more profitable for investors over the last year : 15.74 vs. VSTSX (13.82). SOAVX return over 5 years is better than : 107.79 vs. VSTSX (85.01).
| 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 | 17.775 | 13.029 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 2.02T | 0% |
| Annual Yield % from dividends | 3.64 | 1.15 | 316% |
| Returns for 1 year | 15.74 | 13.82 | 114% |
| Returns for 3 years | 95.57 | 76.16 | 125% |
| Returns for 5 years | 107.79 | 85.01 | 127% |
| Returns for 10 years | 214.89 | N/A | - |
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