Ad is loading...
FXAIX vs SOIVX
FXAIX vs SOIVX Comparison
Open Charts FXAIX vs SOIVX
Spirit of America Large Cap Value Inst
Price$33.83
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets194.8M
FXAIX vs SOIVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. SOIVX commentary
Jan 19, 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 Hold and SOIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. SOIVX (195M). SOIVX pays higher dividends than FXAIX: SOIVX (4.79) vs FXAIX (1.31). FXAIX was incepted earlier than SOIVX: FXAIX (14 years) vs SOIVX (5 years). SOIVX is a more actively managed with annual turnover of: 5.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SOIVX: FXAIX (0) vs SOIVX (100000). SOIVX annual gain was more profitable for investors over the last year : 32.53 vs. FXAIX (27.15).
| FXAIX | SOIVX | FXAIX / SOIVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 2.013 | 2.577 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 195M | 317,436% |
| Annual Yield % from dividends | 1.31 | 4.79 | 27% |
| Returns for 1 year | 27.15 | 32.53 | 83% |
| Returns for 3 years | 37.22 | 40.42 | 92% |
| Returns for 5 years | 94.81 | N/A | - |
| Returns for 10 years | 222.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...