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SOAVX vs VTSAX
SOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAX
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 Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
SOAVX vs VTSAX Comparison Chart in %
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SOAVX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SOAVX (215M). SOAVX pays higher dividends than VTSAX: SOAVX (3.64) vs VTSAX (1.13). 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 : 15.74 vs. VTSAX (13.81). SOAVX return over 5 years is better than : 107.79 vs. VTSAX (84.90).
| 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 | 17.775 | 13.023 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 2.02T | 0% |
| Annual Yield % from dividends | 3.64 | 1.13 | 321% |
| Returns for 1 year | 15.74 | 13.81 | 114% |
| Returns for 3 years | 95.57 | 76.08 | 126% |
| Returns for 5 years | 107.79 | 84.90 | 127% |
| Returns for 10 years | 214.89 | 225.85 | 95% |
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