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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$37.92
Change-$0.84 (-2.17%)
VolumeN/A
Net Assets218.98M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SOAVX vs VTSMX Comparison Chart in %
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SOAVX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SOAVX (219M). SOAVX pays higher dividends than VTSMX: SOAVX (3.52) 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). SOAVX (13.82) and VTSMX (13.42) have marching annual gain over last year. SOAVX return over 5 years is better than : 106.94 vs. VTSMX (83.98).
| 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 | 19.878 | 15.972 | 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 | 1.02 | 345% |
| Returns for 1 year | 13.82 | 13.42 | 103% |
| Returns for 3 years | 82.47 | 68.22 | 121% |
| Returns for 5 years | 106.94 | 83.98 | 127% |
| Returns for 10 years | 221.02 | 235.40 | 94% |
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