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SOAVX vs VSTSX
SOAVX vs VSTSX Comparison
Open Charts SOAVX vs VSTSX
Spirit of America Large Cap Value A
Price$35.81
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets203.06M
Vanguard Total Stock Mkt Idx Instl Sel
Price$299.60
Change-$0.98 (-0.33%)
VolumeN/A
Net Assets1.91T
SOAVX vs VSTSX Comparison Chart in %
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SOAVX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SOAVX (203M). 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). SOAVX annual gain was more profitable for investors over the last year : 17.66 vs. VSTSX (16.01). SOAVX return over 5 years is better than : 111.93 vs. VSTSX (90.73).
| 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 | 10.754 | 7.937 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.91T | 0% |
| Annual Yield % from dividends | 3.96 | 1.23 | 323% |
| Returns for 1 year | 17.66 | 16.01 | 110% |
| Returns for 3 years | 67.35 | 52.08 | 129% |
| Returns for 5 years | 111.93 | 90.73 | 123% |
| Returns for 10 years | 181.61 | N/A | - |
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