Interact to see
Advertisement
Advertisement
SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$35.65
Change-$0.13 (-0.36%)
VolumeN/A
Net Assets203.33M
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
SOIVX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOIVX vs. VSMPX commentary
Aug 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SOIVX (203M). SOIVX pays higher dividends than VSMPX: SOIVX (4.12) vs VSMPX (1.20). 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 : 24.42 vs. VSMPX (21.79). SOIVX return over 5 years is better than : 108.82 vs. VSMPX (83.98).
| 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 | 10.846 | 7.466 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.91T | 0% |
| Annual Yield % from dividends | 4.12 | 1.20 | 344% |
| Returns for 1 year | 24.42 | 21.79 | 112% |
| Returns for 3 years | 69.14 | 50.22 | 138% |
| Returns for 5 years | 108.82 | 83.98 | 130% |
| Returns for 10 years | N/A | 188.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement