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SOIVX vs VSTSX
SOIVX vs VSTSX Comparison
Open Charts SOIVX vs VSTSX
Spirit of America Large Cap Value Inst
Price$34.97
Change+$0.26 (+0.75%)
VolumeN/A
Net Assets194.54M
Vanguard Total Stock Mkt Idx Instl Sel
Price$289.42
Change+$2.51 (+0.87%)
VolumeN/A
Net Assets1.82T
SOIVX vs VSTSX Comparison Chart in %
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SOIVX vs. VSTSX commentary
Jun 27, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SOIVX (195M). SOIVX pays higher dividends than VSTSX: SOIVX (4.40) vs VSTSX (1.29). SOIVX was incepted earlier than VSTSX: SOIVX (5 years) vs VSTSX (9 years). SOIVX (1.22) is less costly to investors than VSTSX (0.01). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). SOIVX has a lower initial minimum investment than VSTSX: SOIVX (100000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.45 vs. SOIVX (9.48). SOIVX return over 5 years is better than : 119.32 vs. VSTSX (97.88).
| SOIVX | VSTSX | SOIVX / VSTSX | |
| Total Expense Ratio | 1.22 | 0.01 | 12,200% |
| Annual Report Gross Expense Ratio | 1.22 | 0.01 | 12,200% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 5.246 | 3.349 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 1.82T | 0% |
| Annual Yield % from dividends | 4.40 | 1.29 | 341% |
| Returns for 1 year | 9.48 | 11.45 | 83% |
| Returns for 3 years | 69.48 | 54.34 | 128% |
| Returns for 5 years | 119.32 | 97.88 | 122% |
| Returns for 10 years | N/A | N/A | - |
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