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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$36.17
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets203.17M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.34
Change+$1.05 (+0.36%)
VolumeN/A
Net Assets1.91T
SOIVX vs VSMPX Comparison Chart in %
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SOIVX vs. VSMPX commentary
Aug 29, 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: 1.91T 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). VSMPX annual gain was more profitable for investors over the last year : 15.93 vs. SOIVX (13.97). SOIVX return over 5 years is better than : 99.24 vs. VSMPX (80.29).
| 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 | 11.714 | 10.147 | 115% |
| 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 | 13.97 | 15.93 | 88% |
| Returns for 3 years | 71.23 | 58.20 | 122% |
| Returns for 5 years | 99.24 | 80.29 | 124% |
| Returns for 10 years | N/A | 213.94 | - |
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