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SOIVX vs VFINX
SOIVX vs VFINX Comparison
Open Charts SOIVX vs VFINX
Spirit of America Large Cap Value Inst
Price$37.36
Change-$0.36 (-0.95%)
VolumeN/A
Net Assets212.5M
Vanguard 500 Index Investor
Price$611.61
Change-$5.05 (-0.82%)
VolumeN/A
Net Assets1.46T
SOIVX vs VFINX Comparison Chart in %
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SOIVX vs. VFINX commentary
Nov 19, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. SOIVX (212M). SOIVX pays higher dividends than VFINX: SOIVX (3.77) vs VFINX (1.02). SOIVX was incepted earlier than VFINX: SOIVX (6 years) vs VFINX (49 years). SOIVX (1.22) is less costly to investors than VFINX (0.14). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SOIVX: VFINX (0) vs SOIVX (100000). VFINX annual gain was more profitable for investors over the last year : 13.25 vs. SOIVX (12.57). SOIVX return over 5 years is better than : 104.52 vs. VFINX (86.39).
| SOIVX | VFINX | SOIVX / VFINX | |
| Total Expense Ratio | 1.22 | 0.14 | 871% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 6 years | 49 years | - |
| Gain YTD | 16.856 | 13.636 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 1.46T | 0% |
| Annual Yield % from dividends | 3.77 | 1.02 | 369% |
| Returns for 1 year | 12.57 | 13.25 | 95% |
| Returns for 3 years | 79.99 | 68.34 | 117% |
| Returns for 5 years | 104.52 | 86.39 | 121% |
| Returns for 10 years | N/A | 219.42 | - |
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