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SOIAX vs VRTPX
SOIAX vs VRTPX Comparison
Open Charts SOIAX vs VRTPX
Spirit of America Real Estate Inc&Gr Ins
Price$7.96
Change+$0.09 (+1.14%)
VolumeN/A
Net Assets66.43M
Vanguard Real Estate II Index
Price$20.12
Change+$0.26 (+1.31%)
VolumeN/A
Net Assets9.54B
SOIAX vs VRTPX Comparison Chart
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SOIAX vs. VRTPX commentary
Apr 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 SOIAX is a StrongBuy and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. SOIAX (66.4M). SOIAX pays higher dividends than VRTPX: SOIAX (10.20) vs VRTPX (3.92). SOIAX was incepted earlier than VRTPX: SOIAX (5 years) vs VRTPX (8 years). SOIAX (1.30) is less costly to investors than VRTPX (0.08). VRTPX is a more actively managed with annual turnover of: 6.00 vs. SOIAX (4.00). SOIAX has a lower initial minimum investment than VRTPX: SOIAX (100000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 4.13 vs. SOIAX (2.32).
| SOIAX | VRTPX | SOIAX / VRTPX | |
| Total Expense Ratio | 1.30 | 0.08 | 1,625% |
| Annual Report Gross Expense Ratio | 1.30 | 0.08 | 1,625% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | -9.122 | -6.377 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.4M | 9.54B | 1% |
| Annual Yield % from dividends | 10.20 | 3.92 | 260% |
| Returns for 1 year | 2.32 | 4.13 | 56% |
| Returns for 3 years | -16.23 | -14.19 | 114% |
| Returns for 5 years | N/A | 26.01 | - |
| Returns for 10 years | N/A | N/A | - |
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