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SOIVX vs VITSX
SOIVX vs VITSX Comparison
Open Charts SOIVX vs VITSX
Spirit of America Large Cap Value Inst
Price$33.83
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets194.8M
Vanguard Total Stock Market Idx I
Price$144.22
Change+$1.35 (+0.94%)
VolumeN/A
Net Assets1.78T
SOIVX vs VITSX Comparison Chart
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SOIVX vs. VITSX commentary
Jan 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 StrongBuy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. SOIVX (195M). SOIVX pays higher dividends than VITSX: SOIVX (4.79) vs VITSX (1.36). SOIVX was incepted earlier than VITSX: SOIVX (5 years) vs VITSX (28 years). 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). SOIVX annual gain was more profitable for investors over the last year : 32.53 vs. VITSX (25.26).
| SOIVX | VITSX | SOIVX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 2.577 | 2.247 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 1.78T | 0% |
| Annual Yield % from dividends | 4.79 | 1.36 | 352% |
| Returns for 1 year | 32.53 | 25.26 | 129% |
| Returns for 3 years | 40.42 | 28.96 | 140% |
| Returns for 5 years | N/A | 76.10 | - |
| Returns for 10 years | N/A | 195.59 | - |