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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
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 I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SOAVX vs VTSMX Comparison Chart in %
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SOAVX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SOAVX (211M). SOAVX pays higher dividends than VTSMX: SOAVX (3.83) vs VTSMX (1.07). SOAVX was incepted earlier than VTSMX: SOAVX (23 years) vs VTSMX (33 years). SOAVX (1.52) is less costly to investors than VTSMX (0.14). SOAVX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). SOAVX has a lower initial minimum investment than VTSMX: SOAVX (500) vs VTSMX (3000). SOAVX annual gain was more profitable for investors over the last year : 16.96 vs. VTSMX (15.63). SOAVX return over 5 years is better than : 115.78 vs. VTSMX (96.53).
| SOAVX | VTSMX | SOAVX / VTSMX | |
| Total Expense Ratio | 1.52 | 0.14 | 1,086% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 15.827 | 12.949 | 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 | 1.07 | 358% |
| Returns for 1 year | 16.96 | 15.63 | 108% |
| Returns for 3 years | 98.86 | 80.25 | 123% |
| Returns for 5 years | 115.78 | 96.53 | 120% |
| Returns for 10 years | 232.96 | 249.92 | 93% |
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