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SOIVX vs VSTSX
SOIVX vs VSTSX Comparison
Open Charts SOIVX vs VSTSX
Spirit of America Large Cap Value Inst
Price$33.83
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets194.8M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
SOIVX vs VSTSX Comparison Chart
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SOIVX vs. VSTSX commentary
Jan 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 StrongBuy and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. SOIVX (195M). SOIVX pays higher dividends than VSTSX: SOIVX (4.79) vs VSTSX (1.36). SOIVX was incepted earlier than VSTSX: SOIVX (5 years) vs VSTSX (9 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 : 32.53 vs. VSTSX (25.28).
| SOIVX | VSTSX | SOIVX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 2.577 | 2.247 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 1.78T | 0% |
| Annual Yield % from dividends | 4.79 | 1.36 | 352% |
| Returns for 1 year | 32.53 | 25.28 | 129% |
| Returns for 3 years | 40.42 | 29.03 | 139% |
| Returns for 5 years | N/A | 76.20 | - |
| Returns for 10 years | N/A | N/A | - |