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SOIVX vs VFIAX
SOIVX vs VFIAX Comparison
Open Charts SOIVX vs VFIAX
Spirit of America Large Cap Value Inst
Price$38.05
Change-$0.19 (-0.50%)
VolumeN/A
Net Assets215.25M
Vanguard 500 Index Admiral
Price$619.84
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
SOIVX vs VFIAX Comparison Chart in %
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SOIVX vs. VFIAX 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 SOIVX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SOIVX (215M). SOIVX pays higher dividends than VFIAX: SOIVX (3.89) vs VFIAX (1.14). SOIVX was incepted earlier than VFIAX: SOIVX (5 years) vs VFIAX (25 years). SOIVX (1.22) is less costly to investors than VFIAX (0.04). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SOIVX: VFIAX (3000) vs SOIVX (100000). SOIVX annual gain was more profitable for investors over the last year : 19.67 vs. VFIAX (18.41). SOIVX return over 5 years is better than : 113.63 vs. VFIAX (95.80).
| SOIVX | VFIAX | SOIVX / VFIAX | |
| Total Expense Ratio | 1.22 | 0.04 | 3,050% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 18.467 | 14.679 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 1.41T | 0% |
| Annual Yield % from dividends | 3.89 | 1.14 | 342% |
| Returns for 1 year | 19.67 | 18.41 | 107% |
| Returns for 3 years | 102.04 | 85.44 | 119% |
| Returns for 5 years | 113.63 | 95.80 | 119% |
| Returns for 10 years | N/A | 235.06 | - |
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