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 378 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 | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | SOAVX vs VIIIX |
Best Risk-Adjusted Alternatives to SOAVX
SOAVX has a PortfoliosLab risk / return rank of 58. There are 184 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | SOAVX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | SOAVX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | SOAVX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | SOAVX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | SOAVX vs GTLOX |
Top Performing SOAVX Alternatives (YTD)
SOAVX is at 13.74% YTD. There are 50 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | SOAVX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | SOAVX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | SOAVX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | SOAVX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | SOAVX vs RESGX |
Lowest Volatility Alternatives to SOAVX
SOAVX has 14.41% 1-year volatility. There are 339 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | SOAVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SOAVX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | SOAVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | SOAVX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | SOAVX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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 | 35 | 16.40% | — | Jan 1998 | SOAVX vs SOAAX | |
| Spirit of America Energy Fund | Energy Equities | 63 | 26.90% | — | Jul 2014 | SOAVX vs SOAEX | |
| Spirit of America Income Fund | Long-Term Bond | 27 | 0.90% | — | Dec 2008 | SOAVX vs SOAIX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 81 | 1.47% | — | 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