Ad is loading...
FXAIX vs SOAVX
FXAIX vs SOAVX Comparison
Open Charts FXAIX vs SOAVX
Spirit of America Large Cap Value A
Price$33.89
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets194.26M
FXAIX vs SOAVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. SOAVX commentary
Jan 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 FXAIX is a StrongBuy and SOAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. SOAVX (194M). SOAVX pays higher dividends than FXAIX: SOAVX (4.55) vs FXAIX (1.31). FXAIX was incepted earlier than SOAVX: FXAIX (14 years) vs SOAVX (23 years). SOAVX is a more actively managed with annual turnover of: 5.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SOAVX: FXAIX (0) vs SOAVX (500). SOAVX annual gain was more profitable for investors over the last year : 28.65 vs. FXAIX (26.33). FXAIX return over 5 years is better than : 102.48 vs. SOAVX (96.41).
| FXAIX | SOAVX | FXAIX / SOAVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.752 | 2.182 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 194M | 319,072% |
| Annual Yield % from dividends | 1.31 | 4.55 | 29% |
| Returns for 1 year | 26.33 | 28.65 | 92% |
| Returns for 3 years | 40.05 | 40.86 | 98% |
| Returns for 5 years | 102.48 | 96.41 | 106% |
| Returns for 10 years | 225.00 | 167.43 | 134% |