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FXAIX vs SOIVX
FXAIX vs SOIVX Comparison
Open Charts FXAIX vs SOIVX
Spirit of America Large Cap Value Inst
Price$33.87
Change+$0.38 (+1.13%)
VolumeN/A
Net Assets187.87M
FXAIX vs SOIVX Comparison Chart
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FXAIX vs. SOIVX commentary
Jun 07, 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 Buy and SOIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. SOIVX (188M). SOIVX pays higher dividends than FXAIX: SOIVX (4.40) vs FXAIX (1.26). FXAIX was incepted earlier than SOIVX: FXAIX (14 years) vs SOIVX (5 years). SOIVX (1.22) is less costly to investors than FXAIX (0.01). SOIVX is a more actively managed with annual turnover of: 7.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than SOIVX: FXAIX (0) vs SOIVX (100000). FXAIX annual gain was more profitable for investors over the last year : 12.43 vs. SOIVX (8.48). SOIVX (101.80) and FXAIX (100.49) have equivalent 5 years return.
| FXAIX | SOIVX | FXAIX / SOIVX | |
| Total Expense Ratio | 0.01 | 1.22 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.22 | 1% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 1.537 | 1.546 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 188M | 337,234% |
| Annual Yield % from dividends | 1.26 | 4.40 | 29% |
| Returns for 1 year | 12.43 | 8.48 | 147% |
| Returns for 3 years | 49.35 | 51.08 | 97% |
| Returns for 5 years | 100.49 | 101.80 | 99% |
| Returns for 10 years | 212.02 | N/A | - |
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