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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$31.54
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets177.38M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
SOIVX vs VSMPX Comparison Chart
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SOIVX vs. VSMPX commentary
May 09, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SOIVX (177M). SOIVX pays higher dividends than VSMPX: SOIVX (4.73) vs VSMPX (1.37). SOIVX was incepted earlier than VSMPX: SOIVX (5 years) vs VSMPX (10 years). SOIVX (1.23) is less costly to investors than VSMPX (0.02). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). SOIVX has a lower initial minimum investment than VSMPX: SOIVX (100000) vs VSMPX (100000000). SOIVX (8.10) and VSMPX (7.86) have marching annual gain over last year. SOIVX return over 5 years is better than : 104.96 vs. VSMPX (88.00).
| SOIVX | VSMPX | SOIVX / VSMPX | |
| Total Expense Ratio | 1.23 | 0.02 | 6,150% |
| Annual Report Gross Expense Ratio | 1.23 | 0.02 | 6,150% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -4.791 | -4.649 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.72T | 0% |
| Annual Yield % from dividends | 4.73 | 1.37 | 344% |
| Returns for 1 year | 8.10 | 7.86 | 103% |
| Returns for 3 years | 47.46 | 39.43 | 120% |
| Returns for 5 years | 104.96 | 88.00 | 119% |
| Returns for 10 years | N/A | 155.00 | - |