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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$8.47
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets73.29M
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
SOAAX vs VRTPX Comparison Chart in %
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SOAAX vs. VRTPX 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 VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. SOAAX (73.3M). SOAAX pays higher dividends than VRTPX: SOAAX (10.11) vs VRTPX (3.80). SOAAX was incepted earlier than VRTPX: SOAAX (28 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 : 12.26 vs. SOAAX (8.06). VRTPX return over 5 years is better than : 35.67 vs. SOAAX (28.03).
| 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 | 28 years | 8 years | - |
| Gain YTD | -0.574 | 3.096 | -19% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.3M | 9.42B | 1% |
| Annual Yield % from dividends | 10.11 | 3.80 | 266% |
| Returns for 1 year | 8.06 | 12.26 | 66% |
| Returns for 3 years | 9.02 | 9.70 | 93% |
| Returns for 5 years | 28.03 | 35.67 | 79% |
| Returns for 10 years | 30.66 | N/A | - |
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