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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$8.21
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets73.15M
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
SOIAX vs VRTPX Comparison Chart in %
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SOIAX vs. VRTPX commentary
Jul 05, 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: 9.42B vs. SOIAX (73.1M). SOIAX pays higher dividends than VRTPX: SOIAX (10.76) vs VRTPX (3.80). 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 : 12.26 vs. SOIAX (8.79). VRTPX return over 5 years is better than : 35.67 vs. SOIAX (30.46).
| 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 | -0.077 | 3.096 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 9.42B | 1% |
| Annual Yield % from dividends | 10.76 | 3.80 | 283% |
| Returns for 1 year | 8.79 | 12.26 | 72% |
| Returns for 3 years | 10.50 | 9.70 | 108% |
| Returns for 5 years | 30.46 | 35.67 | 85% |
| Returns for 10 years | N/A | N/A | - |
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