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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$9.26
Change-$0.37 (-3.84%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$29.66
Change-$1.26 (-4.08%)
VolumeN/A
CapitalizationN/A
SOAAX vs VGSIX Comparison Chart
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SOAAX vs. VGSIX commentary
Dec 19, 2024
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 Hold and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. SOAAX (75.9M). 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). SOAAX annual gain was more profitable for investors over the last year : 12.40 vs. VGSIX (9.98). VGSIX return over 5 years is better than : 21.15 vs. SOAAX (19.16).
| 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 | 10.832 | 8.355 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.9M | 70.8B | 0% |
| Annual Yield % from dividends | 9.39 | 3.85 | 244% |
| Returns for 1 year | 12.40 | 9.98 | 124% |
| Returns for 3 years | -9.12 | -6.75 | 135% |
| Returns for 5 years | 19.16 | 21.15 | 91% |
| Returns for 10 years | 30.81 | 57.19 | 54% |