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SOAVX vs VSTSX
SOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSX
Spirit of America Large Cap Value A
Price$37.92
Change-$0.84 (-2.17%)
VolumeN/A
Net Assets218.98M
Vanguard Total Stock Mkt Idx Instl Sel
Price$316.26
Change-$5.64 (-1.75%)
VolumeN/A
Net Assets2.05T
SOAVX vs VSTSX Comparison Chart in %
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SOAVX vs. VSTSX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. SOAVX (219M). SOAVX pays higher dividends than VSTSX: SOAVX (3.52) vs VSTSX (1.13). 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 : 13.82 vs. VSTSX (11.53). SOAVX return over 5 years is better than : 106.94 vs. VSTSX (80.90).
| 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 | 19.878 | 13.963 | 142% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 2.05T | 0% |
| Annual Yield % from dividends | 3.52 | 1.13 | 313% |
| Returns for 1 year | 13.82 | 11.53 | 120% |
| Returns for 3 years | 82.47 | 66.99 | 123% |
| Returns for 5 years | 106.94 | 80.90 | 132% |
| Returns for 10 years | 221.02 | N/A | - |
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