Ad is loading...
SOAIX vs VWETX
SOAIX vs VWETX Comparison
Open Charts SOAIX vs VWETX
Spirit of America Income A
Price$10.01
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets58.95M
Vanguard Long-Term Investment-Grade Adm
Price$7.42
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets11.37B
SOAIX vs VWETX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOAIX vs. VWETX 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 VWETX is a Hold.
FUNDAMENTALS
Fundamentals
VWETX has more cash in the bank: 11.4B vs. SOAIX (58.9M). VWETX (5.12) and SOAIX (4.92) have matching dividends . SOAIX was incepted earlier than VWETX: SOAIX (16 years) vs VWETX (24 years). SOAIX (1.24) is less costly to investors than VWETX (0.10). SOAIX has a lower initial minimum investment than VWETX: SOAIX (500) vs VWETX (50000). SOAIX annual gain was more profitable for investors over the last year : 4.65 vs. VWETX (-3.13). SOAIX return over 5 years is better than : 7.30 vs. VWETX (-33.73).
| SOAIX | VWETX | SOAIX / VWETX | |
| Total Expense Ratio | 1.14 | 0.10 | 1,140% |
| Annual Report Gross Expense Ratio | 1.24 | 0.10 | 1,240% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 0.876 | -1.461 | -60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.9M | 11.4B | 1% |
| Annual Yield % from dividends | 4.92 | 5.12 | 96% |
| 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 | -14.75 | -200% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GLPRX | 34.02 | 0.14 | +0.41% |
| Goldman Sachs MLP Energy Infras R | |||
| GEBCX | 10.13 | 0.04 | +0.40% |
| Goldman Sachs ESG Em Mkts Eq C | |||
| WWLAX | 13.33 | 0.02 | +0.15% |
| Westwood Quality Value Fund A | |||
| JRSSX | 11.50 | N/A | N/A |
| JH Adaptive Risk Mgd U.S. Eq S | |||
| JATSX | 55.66 | -0.01 | -0.02% |
| Janus Henderson Glb Tech and Innovt S | |||