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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$9.04
Change-$0.08 (-0.88%)
VolumeN/A
Net Assets73.47M
Vanguard Real Estate Index Investor
Price$30.45
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets65.71B
SOAAX vs VGSIX Comparison Chart
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SOAAX vs. VGSIX commentary
Feb 23, 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 StrongBuy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. SOAAX (73.5M). SOAAX pays higher dividends than VGSIX: SOAAX (9.39) vs VGSIX (3.85). SOAAX was incepted earlier than VGSIX: SOAAX (27 years) vs VGSIX (29 years). VGSIX is a more actively managed with annual turnover of: 9.00 vs. SOAAX (4.00). SOAAX has a lower initial minimum investment than VGSIX: SOAAX (500) vs VGSIX (3000). VGSIX (12.09) and SOAAX (12.09) have marching annual gain over last year. VGSIX return over 5 years is better than : 10.22 vs. SOAAX (7.94).
| SOAAX | VGSIX | SOAAX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 1.345 | 2.802 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.5M | 65.7B | 0% |
| Annual Yield % from dividends | 9.39 | 3.85 | 244% |
| Returns for 1 year | 12.09 | 12.09 | 100% |
| Returns for 3 years | -1.24 | 1.12 | -111% |
| Returns for 5 years | 7.94 | 10.22 | 78% |
| Returns for 10 years | 25.49 | 51.35 | 50% |