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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$29.94
Change+$0.26 (+0.88%)
VolumeN/A
Net Assets169.85M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.16
Change+$1.97 (+0.82%)
VolumeN/A
Net Assets1.7T
SOIVX vs VSMPX Comparison Chart
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SOIVX vs. VSMPX commentary
Apr 16, 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: 1.7T vs. SOIVX (170M). SOIVX pays higher dividends than VSMPX: SOIVX (4.72) vs VSMPX (1.37). SOIVX was incepted earlier than VSMPX: SOIVX (5 years) vs VSMPX (10 years). SOIVX (1.23) is less costly to investors than VSMPX (0.02). SOIVX is a more actively managed with annual turnover of: 5.00 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 : 3.65 vs. SOIVX (3.44).
| SOIVX | VSMPX | SOIVX / VSMPX | |
| Total Expense Ratio | 1.23 | 0.02 | 6,150% |
| Annual Report Gross Expense Ratio | 1.23 | 0.02 | 6,150% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -10.006 | -9.567 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.7T | 0% |
| Annual Yield % from dividends | 4.72 | 1.37 | 346% |
| Returns for 1 year | 3.44 | 3.65 | 94% |
| Returns for 3 years | 27.18 | 19.05 | 143% |
| Returns for 5 years | N/A | 89.80 | - |
| Returns for 10 years | N/A | N/A | - |
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