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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$38.47
Change+$0.25 (+0.65%)
VolumeN/A
Net Assets215.12M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
SOAVX vs VTSMX Comparison Chart in %
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SOAVX vs. VTSMX commentary
Dec 26, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SOAVX (215M). SOAVX pays higher dividends than VTSMX: SOAVX (3.59) vs VTSMX (1.02). SOAVX was incepted earlier than VTSMX: SOAVX (23 years) vs VTSMX (34 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). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. SOAVX (13.64). SOAVX return over 5 years is better than : 99.04 vs. VTSMX (76.81).
| 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 | 34 years | - |
| Gain YTD | 18.981 | 17.377 | 109% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 2.06T | 0% |
| Annual Yield % from dividends | 3.59 | 1.02 | 354% |
| Returns for 1 year | 13.64 | 14.42 | 95% |
| Returns for 3 years | 87.82 | 78.00 | 113% |
| Returns for 5 years | 99.04 | 76.81 | 129% |
| Returns for 10 years | 213.66 | 234.96 | 91% |
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