Interact to see
Advertisement
Advertisement
SOAVX vs VTSAX
SOAVX vs VTSAX Comparison
Open Charts SOAVX vs VTSAX
Spirit of America Large Cap Value A
Price$37.45
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets210.68M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SOAVX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAVX vs. VTSAX commentary
Sep 30, 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: 1.95T vs. SOAVX (211M). SOAVX pays higher dividends than VTSAX: SOAVX (3.83) vs VTSAX (1.16). 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 : 16.96 vs. VTSAX (15.64). SOAVX return over 5 years is better than : 115.78 vs. VTSAX (96.61).
| 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 | 15.827 | 12.971 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 1.95T | 0% |
| Annual Yield % from dividends | 3.83 | 1.16 | 331% |
| Returns for 1 year | 16.96 | 15.64 | 108% |
| Returns for 3 years | 98.86 | 80.33 | 123% |
| Returns for 5 years | 115.78 | 96.61 | 120% |
| Returns for 10 years | 232.96 | 250.82 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement