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SOIAX vs VGSNX
SOIAX vs VGSNX Comparison
Open Charts SOIAX vs VGSNX
Spirit of America Real Estate Inc&Gr Ins
Price$9.14
Change+$0.07 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$19.63
Change+$0.14 (+0.72%)
VolumeN/A
CapitalizationN/A
SOIAX vs VGSNX Comparison Chart
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SOIAX vs. VGSNX commentary
Dec 25, 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 SOIAX is a StrongBuy and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 70.8B vs. SOIAX (73.5M). SOIAX pays higher dividends than VGSNX: SOIAX (9.99) vs VGSNX (4.01). SOIAX was incepted earlier than VGSNX: SOIAX (5 years) vs VGSNX (21 years). VGSNX is a more actively managed with annual turnover of: 9.00 vs. SOIAX (4.00). SOIAX has a lower initial minimum investment than VGSNX: SOIAX (100000) vs VGSNX (5000000). SOIAX annual gain was more profitable for investors over the last year : 8.55 vs. VGSNX (5.39).
| SOIAX | VGSNX | SOIAX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 7.642 | 4.626 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.5M | 70.8B | 0% |
| Annual Yield % from dividends | 9.99 | 4.01 | 249% |
| Returns for 1 year | 8.55 | 5.39 | 159% |
| Returns for 3 years | -12.31 | -10.68 | 115% |
| Returns for 5 years | N/A | 17.45 | - |
| Returns for 10 years | N/A | 51.74 | - |