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SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$35.93
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets203.04M
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
SOAVX vs VTSMX Comparison Chart in %
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SOAVX vs. VTSMX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SOAVX (203M). 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). VTSMX (18.03) and SOAVX (17.66) have marching annual gain over last year. SOAVX return over 5 years is better than : 100.24 vs. VTSMX (84.94).
| 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 | 10.754 | 10.330 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.95T | 0% |
| Annual Yield % from dividends | 3.83 | 1.07 | 358% |
| Returns for 1 year | 17.66 | 18.03 | 98% |
| Returns for 3 years | 75.95 | 63.63 | 119% |
| Returns for 5 years | 100.24 | 84.94 | 118% |
| Returns for 10 years | 202.97 | 224.15 | 91% |
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