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SOIVX vs VITSX
SOIVX vs VITSX Comparison
Open Charts SOIVX vs VITSX
Spirit of America Large Cap Value Inst
Price$29.94
Change+$0.26 (+0.88%)
VolumeN/A
Net Assets169.85M
Vanguard Total Stock Market Idx I
Price$128.56
Change+$1.05 (+0.82%)
VolumeN/A
Net Assets1.7T
SOIVX vs VITSX Comparison Chart
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SOIVX vs. VITSX commentary
Apr 16, 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 StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. SOIVX (170M). SOIVX pays higher dividends than VITSX: SOIVX (4.72) vs VITSX (1.36). SOIVX was incepted earlier than VITSX: SOIVX (5 years) vs VITSX (28 years). SOIVX (1.23) is less costly to investors than VITSX (0.03). SOIVX is a more actively managed with annual turnover of: 5.00 vs. VITSX (2.00). SOIVX has a lower initial minimum investment than VITSX: SOIVX (100000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 3.64 vs. SOIVX (3.44).
| SOIVX | VITSX | SOIVX / VITSX | |
| Total Expense Ratio | 1.23 | 0.03 | 4,100% |
| Annual Report Gross Expense Ratio | 1.23 | 0.03 | 4,100% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | -10.006 | -9.571 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.7T | 0% |
| Annual Yield % from dividends | 4.72 | 1.36 | 346% |
| Returns for 1 year | 3.44 | 3.64 | 95% |
| Returns for 3 years | 27.18 | 19.02 | 143% |
| Returns for 5 years | N/A | 89.75 | - |
| Returns for 10 years | N/A | 151.93 | - |
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