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$37.92
Change-$0.84 (-2.17%)
VolumeN/A
Net Assets218.98M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
SOAVX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAVX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SOAVX (219M). SOAVX pays higher dividends than VTSAX: SOAVX (3.52) vs VTSAX (1.11). 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 (11.54) and VTSAX (11.52) have marching annual gain over last year. SOAVX return over 5 years is better than : 102.46 vs. VTSAX (80.80).
| 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 | 17.280 | 13.952 | 124% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 2.05T | 0% |
| Annual Yield % from dividends | 3.52 | 1.11 | 318% |
| Returns for 1 year | 11.54 | 11.52 | 100% |
| Returns for 3 years | 79.76 | 66.89 | 119% |
| Returns for 5 years | 102.46 | 80.80 | 127% |
| Returns for 10 years | 209.66 | 225.71 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement