Interact to see
Advertisement
Advertisement
SOAVX vs VTSMX
SOAVX vs VTSMX Comparison
Open Charts SOAVX vs VTSMX
Spirit of America Large Cap Value A
Price$35.81
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets203.06M
Vanguard Total Stock Mkt Idx I
Price$152.11
Change-$0.50 (-0.33%)
VolumeN/A
Net Assets1.91T
SOAVX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAVX vs. VTSMX commentary
Jul 31, 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: 1.91T vs. SOAVX (203M). SOAVX pays higher dividends than VTSMX: SOAVX (3.96) vs VTSMX (1.12). 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 : 17.66 vs. VTSMX (15.99). SOAVX return over 5 years is better than : 111.93 vs. VTSMX (90.58).
| 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 | 7.925 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.91T | 0% |
| Annual Yield % from dividends | 3.96 | 1.12 | 355% |
| Returns for 1 year | 17.66 | 15.99 | 110% |
| Returns for 3 years | 67.35 | 51.96 | 130% |
| Returns for 5 years | 111.93 | 90.58 | 124% |
| Returns for 10 years | 181.61 | 197.98 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers