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SOAIX vs VWESX
SOAIX vs VWESX Comparison
Open Charts SOAIX vs VWESX
Spirit of America Income A
Price$10.01
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets58.95M
Vanguard Long-Term Investment-Grade I
Price$7.42
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets11.37B
SOAIX vs VWESX Comparison Chart
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SOAIX vs. VWESX commentary
May 12, 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 SOAIX is a Buy and VWESX is a Hold.
FUNDAMENTALS
Fundamentals
VWESX has more cash in the bank: 11.4B vs. SOAIX (58.9M). VWESX (5.02) and SOAIX (4.92) have matching dividends . SOAIX was incepted earlier than VWESX: SOAIX (16 years) vs VWESX (52 years). SOAIX (1.24) is less costly to investors than VWESX (0.21). SOAIX has a lower initial minimum investment than VWESX: SOAIX (500) vs VWESX (3000). SOAIX annual gain was more profitable for investors over the last year : 4.65 vs. VWESX (-3.13). SOAIX return over 5 years is better than : 7.30 vs. VWESX (-33.73).
| SOAIX | VWESX | SOAIX / VWESX | |
| Total Expense Ratio | 1.14 | 0.21 | 543% |
| Annual Report Gross Expense Ratio | 1.24 | 0.21 | 590% |
| Fund Existence | 16 years | 52 years | - |
| Gain YTD | 0.876 | -1.461 | -60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.9M | 11.4B | 1% |
| Annual Yield % from dividends | 4.92 | 5.02 | 98% |
| Returns for 1 year | 4.65 | -3.13 | -148% |
| Returns for 3 years | 4.56 | -12.78 | -36% |
| Returns for 5 years | 7.30 | -33.73 | -22% |
| Returns for 10 years | 29.51 | -15.37 | -192% |
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