Ad is loading...
SOIVX vs VSTSX
SOIVX vs VSTSX Comparison
Open Charts SOIVX vs VSTSX
Spirit of America Large Cap Value Inst
Price$34.23
Change-$0.92 (-2.62%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
SOIVX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOIVX vs. VSTSX commentary
Dec 19, 2024
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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. SOIVX (196M). SOIVX pays higher dividends than VSTSX: SOIVX (4.79) vs VSTSX (1.36). SOIVX was incepted earlier than VSTSX: SOIVX (5 years) vs VSTSX (8 years). SOIVX is a more actively managed with annual turnover of: 5.00 vs. VSTSX (2.00). SOIVX has a lower initial minimum investment than VSTSX: SOIVX (100000) vs VSTSX (5000000000). SOIVX annual gain was more profitable for investors over the last year : 37.01 vs. VSTSX (26.94).
| SOIVX | VSTSX | SOIVX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 36.464 | 26.417 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 1.84T | 0% |
| Annual Yield % from dividends | 4.79 | 1.36 | 352% |
| Returns for 1 year | 37.01 | 26.94 | 137% |
| Returns for 3 years | 38.70 | 27.95 | 138% |
| Returns for 5 years | N/A | 84.26 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...