Interact to see
Advertisement
Advertisement
SOIAX vs VRTPX
SOIAX vs VRTPX Comparison
Open Charts SOIAX vs VRTPX
Spirit of America Real Estate Inc&Gr Ins
Price$8.30
Change-$0.02 (-0.24%)
VolumeN/A
Net Assets71.63M
Vanguard Real Estate II Index
Price$21.71
Change-$0.09 (-0.41%)
VolumeN/A
Net Assets9.84B
SOIAX vs VRTPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOIAX vs. VRTPX commentary
Oct 08, 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 Hold and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.84B vs. SOIAX (71.6M). SOIAX pays higher dividends than VRTPX: SOIAX (10.48) vs VRTPX (3.71). 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). VRTPX annual gain was more profitable for investors over the last year : -0.12 vs. SOIAX (-1.64). VRTPX return over 5 years is better than : 31.22 vs. SOIAX (25.03).
| 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 | 1.262 | 4.675 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.6M | 9.84B | 1% |
| Annual Yield % from dividends | 10.48 | 3.71 | 282% |
| Returns for 1 year | -1.64 | -0.12 | 1,421% |
| Returns for 3 years | 29.24 | 32.06 | 91% |
| Returns for 5 years | 25.03 | 31.22 | 80% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement