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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$8.78
Change-$0.07 (-0.79%)
VolumeN/A
Net Assets73.47M
Vanguard Real Estate II Index
Price$22.02
Change-$0.21 (-0.94%)
VolumeN/A
Net Assets9.45B
SOIAX vs VRTPX Comparison Chart
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SOIAX vs. VRTPX commentary
Feb 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.45B vs. SOIAX (73.5M). SOIAX pays higher dividends than VRTPX: SOIAX (9.99) vs VRTPX (3.98). SOIAX was incepted earlier than VRTPX: SOIAX (5 years) vs VRTPX (7 years). 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). SOIAX (12.43) and VRTPX (12.28) have marching annual gain over last year.
| SOIAX | VRTPX | SOIAX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 1.386 | 2.801 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.5M | 9.45B | 1% |
| Annual Yield % from dividends | 9.99 | 3.98 | 251% |
| Returns for 1 year | 12.43 | 12.28 | 101% |
| Returns for 3 years | -0.27 | 1.12 | -24% |
| Returns for 5 years | N/A | 10.65 | - |
| Returns for 10 years | N/A | N/A | - |
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