Spirit of America Large Cap Value Fund (SOAVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SOAVX
SOAVX charges 1.50% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SOAVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | SOAVX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | SOAVX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | SOAVX vs SSSYX |
Best Risk-Adjusted Alternatives to SOAVX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | SOAVX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | SOAVX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | SOAVX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | SOAVX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | SOAVX vs DHAMX |
Top Performing SOAVX Alternatives (YTD)
SOAVX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | SOAVX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | SOAVX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | SOAVX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | SOAVX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | SOAVX vs RCKSX |
Lowest Volatility Alternatives to SOAVX
SOAVX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | SOAVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | SOAVX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | SOAVX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | SOAVX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | SOAVX vs QUERX |
Lowest Drawdown Alternatives to SOAVX
SOAVX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | SOAVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | SOAVX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | SOAVX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | SOAVX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | SOAVX vs GQEIX |
Other Mutual Funds from Spirit of America
Most popular Spirit of America mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Spirit of America Energy Fund | Energy Equities | 68 | 28.66% | Jul 9, 2014 | SOAVX vs SOAEX | |
| Spirit of America Income Fund | Long-Term Bond | 53 | 0.17% | Dec 30, 2008 | SOAVX vs SOAIX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 52 | -0.58% | Feb 28, 2008 | SOAVX vs SOAMX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | SOAVX vs SOAAX |
Often Compared With SOAVX
What investors most often compare with SOAVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | SOAVX vs PAGDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | SOAVX vs VITPX |
Compare SOAVX with Any Fund or Stock
Compare SOAVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.