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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$8.39
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets73.81M
Vanguard Real Estate II Index
Price$20.93
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets9.32B
SOIAX vs VRTPX Comparison Chart
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SOIAX vs. VRTPX commentary
May 23, 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: 9.32B vs. SOIAX (73.8M). SOIAX pays higher dividends than VRTPX: SOIAX (10.41) vs VRTPX (4.01). 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). SOIAX is a more actively managed with annual turnover of: 8.00 vs. VRTPX (4.00). SOIAX has a lower initial minimum investment than VRTPX: SOIAX (100000) vs VRTPX (100000000). SOIAX annual gain was more profitable for investors over the last year : 10.26 vs. VRTPX (7.93). VRTPX return over 5 years is better than : 43.13 vs. SOIAX (40.96).
| 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 | 0.000 | -0.956 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.8M | 9.32B | 1% |
| Annual Yield % from dividends | 10.41 | 4.01 | 259% |
| Returns for 1 year | 10.26 | 7.93 | 129% |
| Returns for 3 years | 8.49 | 3.79 | 224% |
| Returns for 5 years | 40.96 | 43.13 | 95% |
| Returns for 10 years | N/A | N/A | - |
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