SOIVX
Price
$39.97
Change
+$0.32 (+0.81%)
Updated
Sep 11 closing price
Net Assets
240.54M
VFINX
Price
$708.03
Change
+$6.07 (+0.86%)
Updated
Sep 11 closing price
Net Assets
1.76T
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SOIVX vs VFINX

SOIVX vs VFINX Comparison Chart in %
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SOIVX vs. VFINX commentary
Sep 13, 2026

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 Buy and VFINX is a Buy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.76T vs. SOIVX (241M). SOIVX pays higher dividends than VFINX: SOIVX (3.61) vs VFINX (0.94). SOIVX was incepted earlier than VFINX: SOIVX (6 years) vs VFINX (50 years). SOIVX (1.23) is less costly to investors than VFINX (0.14). SOIVX is a more actively managed with annual turnover of: 10.00 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 : 15.25 vs. SOIVX (11.39). SOIVX return over 5 years is better than : 78.94 vs. VFINX (70.38).
SOIVXVFINXSOIVX / VFINX
Total Expense Ratio1.230.14879%
Annual Report Gross Expense Ratio1.230.14879%
Fund Existence6 years50 years-
Gain YTD13.84311.097125%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets241M1.76T0%
Annual Yield % from dividends3.610.94383%
Returns for 1 year11.3915.2575%
Returns for 3 years77.1270.24110%
Returns for 5 years78.9470.38112%
Returns for 10 yearsN/A258.28-
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