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SOAAX vs VRTPX
SOAAX vs VRTPX Comparison
Open Charts SOAAX vs VRTPX
Spirit of America Real Estate Inc & Gr A
Price$8.88
Change-$0.08 (-0.89%)
VolumeN/A
Net Assets74.55M
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
SOAAX vs VRTPX Comparison Chart
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SOAAX vs. VRTPX commentary
Jun 14, 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. SOAAX (74.5M). SOAAX pays higher dividends than VRTPX: SOAAX (9.58) vs VRTPX (3.97). SOAAX was incepted earlier than VRTPX: SOAAX (27 years) vs VRTPX (8 years). SOAAX (1.60) is less costly to investors than VRTPX (0.08). SOAAX is a more actively managed with annual turnover of: 8.00 vs. VRTPX (4.00). SOAAX has a lower initial minimum investment than VRTPX: SOAAX (500) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 12.48 vs. SOAAX (10.35). VRTPX return over 5 years is better than : 35.61 vs. SOAAX (31.34).
| SOAAX | VRTPX | SOAAX / VRTPX | |
| Total Expense Ratio | 1.60 | 0.08 | 2,000% |
| Annual Report Gross Expense Ratio | 1.60 | 0.08 | 2,000% |
| Fund Existence | 27 years | 8 years | - |
| Gain YTD | 0.448 | 2.862 | 16% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.5M | 9.42B | 1% |
| Annual Yield % from dividends | 9.58 | 3.97 | 241% |
| Returns for 1 year | 10.35 | 12.48 | 83% |
| Returns for 3 years | 16.92 | 17.16 | 99% |
| Returns for 5 years | 31.34 | 35.61 | 88% |
| Returns for 10 years | 31.56 | N/A | - |
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