FXAIX
Price
$217.60
Change
+$0.69 (+0.32%)
Updated
Jul 16 closing price
Net Assets
665.84B
SOIVX
Price
$35.16
Change
+$0.09 (+0.26%)
Updated
Jul 16 closing price
Net Assets
199.37M
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FXAIX vs SOIVX

Header iconFXAIX vs SOIVX Comparison
Open Charts FXAIX vs SOIVXBanner chart's image
Fidelity 500 Index
Price$217.60
Change+$0.69 (+0.32%)
VolumeN/A
Net Assets665.84B
Spirit of America Large Cap Value Inst
Price$35.16
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets199.37M
FXAIX vs SOIVX Comparison Chart in %
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FXAIX vs. SOIVX commentary
Jul 17, 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.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. SOIVX (199M). SOIVX pays higher dividends than FXAIX: SOIVX (4.25) vs FXAIX (1.20). 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 : 11.62 vs. SOIVX (10.21). SOIVX (112.16) and FXAIX (108.65) have equivalent 5 years return.
FXAIXSOIVXFXAIX / SOIVX
Total Expense Ratio0.011.221%
Annual Report Gross Expense Ratio0.011.221%
Fund Existence14 years5 years-
Gain YTD6.8878.64780%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets666B199M334,673%
Annual Yield % from dividends1.204.2528%
Returns for 1 year11.6210.21114%
Returns for 3 years69.0376.9690%
Returns for 5 years108.65112.1697%
Returns for 10 years222.53N/A-
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