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SOAAX vs VGSIX
SOAAX vs VGSIX Comparison
Open Charts SOAAX vs VGSIX
Spirit of America Real Estate Inc & Gr A
Price$8.47
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets73.29M
Vanguard Real Estate Index Investor
Price$29.93
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets63.57B
SOAAX vs VGSIX Comparison Chart in %
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SOAAX vs. VGSIX commentary
Jul 05, 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 SOAAX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. SOAAX (73.3M). SOAAX pays higher dividends than VGSIX: SOAAX (10.11) vs VGSIX (3.75). SOAAX was incepted earlier than VGSIX: SOAAX (28 years) vs VGSIX (29 years). SOAAX (1.60) is less costly to investors than VGSIX (0.27). SOAAX is a more actively managed with annual turnover of: 8.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than SOAAX: VGSIX (0) vs SOAAX (500). VGSIX annual gain was more profitable for investors over the last year : 11.83 vs. SOAAX (8.06). VGSIX return over 5 years is better than : 34.88 vs. SOAAX (28.03).
| SOAAX | VGSIX | SOAAX / VGSIX | |
| Total Expense Ratio | 1.60 | 0.27 | 593% |
| Annual Report Gross Expense Ratio | 1.60 | 0.27 | 593% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -0.574 | 2.821 | -20% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.3M | 63.6B | 0% |
| Annual Yield % from dividends | 10.11 | 3.75 | 270% |
| Returns for 1 year | 8.06 | 11.83 | 68% |
| Returns for 3 years | 9.02 | 9.48 | 95% |
| Returns for 5 years | 28.03 | 34.88 | 80% |
| Returns for 10 years | 30.66 | 63.53 | 48% |
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