Spirit of America Large Cap Value Fund (SOAVX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SOAVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SOAVX
SOAVX charges 1.50% annually. There are 377 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SOAVX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SOAVX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SOAVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SOAVX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SOAVX vs SSSYX |
Best Risk-Adjusted Alternatives to SOAVX
SOAVX has a PortfoliosLab risk / return rank of 63. There are 144 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SOAVX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SOAVX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SOAVX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SOAVX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SOAVX vs IGIAX |
Top Performing SOAVX Alternatives (YTD)
SOAVX is at 13.13% YTD. There are 46 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | SOAVX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SOAVX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SOAVX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SOAVX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SOAVX vs FLVCX |
Lowest Volatility Alternatives to SOAVX
SOAVX has 14.26% 1-year volatility. There are 337 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | SOAVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SOAVX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SOAVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SOAVX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SOAVX vs FSUVX |
Lowest Drawdown Alternatives to SOAVX
SOAVX has a 1-year max drawdown of -8.63%. There are 89 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SOAVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SOAVX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SOAVX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SOAVX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SOAVX vs QUERX |
Other Mutual Funds from Spirit of America
The 4 most viewed Spirit of America mutual funds shown here include SOAAX, SOAEX, SOAIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spirit of America Real Estate Income & Growth Fund | REIT | 21 | 14.89% | — | Jan 1998 | SOAVX vs SOAAX | |
| Spirit of America Energy Fund | Energy Equities | 41 | 23.07% | — | Jul 2014 | SOAVX vs SOAEX | |
| Spirit of America Income Fund | Long-Term Bond | 33 | 1.19% | — | Dec 2008 | SOAVX vs SOAIX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 75 | 1.63% | — | Feb 2008 | SOAVX vs SOAMX |
Often Compared With SOAVX
Investors most often compare SOAVX with FNSTX, NWAUX, FEQHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SOAVX with Any Fund or Stock
Compare SOAVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SOAVX with funds that move differently
Spirit of America Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SOAVX.
Explore SOAVX Diversifiers