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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$34.09
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets190.98M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.61
Change+$0.11 (+0.04%)
VolumeN/A
Net Assets1.82T
SOIVX vs VSMPX Comparison Chart in %
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SOIVX vs. VSMPX commentary
Jun 20, 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: 1.82T vs. SOIVX (191M). SOIVX pays higher dividends than VSMPX: SOIVX (4.40) vs VSMPX (1.29). SOIVX was incepted earlier than VSMPX: SOIVX (5 years) vs VSMPX (10 years). SOIVX (1.22) 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). VSMPX annual gain was more profitable for investors over the last year : 9.34 vs. SOIVX (6.68). SOIVX return over 5 years is better than : 110.19 vs. VSMPX (87.96).
| SOIVX | VSMPX | SOIVX / VSMPX | |
| Total Expense Ratio | 1.22 | 0.02 | 6,100% |
| Annual Report Gross Expense Ratio | 1.22 | 0.02 | 6,100% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 3.366 | 1.556 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 1.82T | 0% |
| Annual Yield % from dividends | 4.40 | 1.29 | 341% |
| Returns for 1 year | 6.68 | 9.34 | 72% |
| Returns for 3 years | 75.38 | 60.51 | 125% |
| Returns for 5 years | 110.19 | 87.96 | 125% |
| Returns for 10 years | N/A | 169.21 | - |