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SOAVX vs VTSAX
SOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAX
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 Adm
Price$152.14
Change-$0.50 (-0.33%)
VolumeN/A
Net Assets1.91T
SOAVX vs VTSAX Comparison Chart in %
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SOAVX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SOAVX (203M). SOAVX pays higher dividends than VTSAX: SOAVX (3.96) vs VTSAX (1.21). SOAVX was incepted earlier than VTSAX: SOAVX (23 years) vs VTSAX (25 years). SOAVX (1.52) is less costly to investors than VTSAX (0.04). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). SOAVX has a lower initial minimum investment than VTSAX: SOAVX (500) vs VTSAX (3000). SOAVX annual gain was more profitable for investors over the last year : 17.66 vs. VTSAX (15.99). SOAVX return over 5 years is better than : 111.93 vs. VTSAX (90.62).
| SOAVX | VTSAX | SOAVX / VTSAX | |
| Total Expense Ratio | 1.52 | 0.04 | 3,800% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 10.754 | 7.927 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.91T | 0% |
| Annual Yield % from dividends | 3.96 | 1.21 | 327% |
| Returns for 1 year | 17.66 | 15.99 | 110% |
| Returns for 3 years | 67.35 | 51.99 | 130% |
| Returns for 5 years | 111.93 | 90.62 | 124% |
| Returns for 10 years | 181.61 | 198.64 | 91% |
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