SOIVX
Price
$38.05
Change
-$0.19 (-0.50%)
Updated
Oct 7 closing price
Net Assets
215.25M
VSMPX
Price
$301.05
Change
-$1.43 (-0.47%)
Updated
Oct 7 closing price
Net Assets
2.02T
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SOIVX vs VSMPX

Header iconSOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPXBanner chart's image
Spirit of America Large Cap Value Inst
Price$38.05
Change-$0.19 (-0.50%)
VolumeN/A
Net Assets215.25M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.05
Change-$1.43 (-0.47%)
VolumeN/A
Net Assets2.02T
SOIVX vs VSMPX Comparison Chart in %
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VS
SOIVX vs. VSMPX commentary
Oct 08, 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 Hold and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. SOIVX (215M). SOIVX pays higher dividends than VSMPX: SOIVX (3.89) vs VSMPX (1.15). 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). SOIVX annual gain was more profitable for investors over the last year : 19.67 vs. VSMPX (18.36). SOIVX return over 5 years is better than : 113.63 vs. VSMPX (89.16).
SOIVXVSMPXSOIVX / VSMPX
Total Expense Ratio1.220.026,100%
Annual Report Gross Expense Ratio1.220.026,100%
Fund Existence5 years10 years-
Gain YTD18.46714.402128%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets215M2.02T0%
Annual Yield % from dividends3.891.15340%
Returns for 1 year19.6718.36107%
Returns for 3 years102.0482.16124%
Returns for 5 years113.6389.16127%
Returns for 10 yearsN/A221.28-
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