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$37.36
Change-$0.36 (-0.95%)
VolumeN/A
Net Assets212.5M
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.06
Change-$2.08 (-0.70%)
VolumeN/A
Net Assets2.05T
SOIVX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOIVX vs. VSMPX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. SOIVX (212M). SOIVX pays higher dividends than VSMPX: SOIVX (3.77) vs VSMPX (1.12). SOIVX was incepted earlier than VSMPX: SOIVX (6 years) vs VSMPX (11 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 (12.57) and VSMPX (12.11) have marching annual gain over last year. SOIVX return over 5 years is better than : 104.52 vs. VSMPX (78.00).
| 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 | 6 years | 11 years | - |
| Gain YTD | 16.856 | 12.760 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 2.05T | 0% |
| Annual Yield % from dividends | 3.77 | 1.12 | 336% |
| Returns for 1 year | 12.57 | 12.11 | 104% |
| Returns for 3 years | 79.99 | 65.06 | 123% |
| Returns for 5 years | 104.52 | 78.00 | 134% |
| Returns for 10 years | N/A | 206.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement