Interact to see
Advertisement
Advertisement
SOIVX vs VSTSX
SOIVX vs VSTSX Comparison
Open Charts SOIVX vs VSTSX
Spirit of America Large Cap Value Inst
Price$35.16
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets199.37M
Vanguard Total Stock Mkt Idx Instl Sel
Price$294.58
Change+$1.13 (+0.39%)
VolumeN/A
Net Assets1.91T
SOIVX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOIVX vs. VSTSX commentary
Jul 17, 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: 1.91T vs. SOIVX (199M). SOIVX pays higher dividends than VSTSX: SOIVX (4.25) vs VSTSX (1.23). 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). SOIVX (10.21) and VSTSX (9.82) have marching annual gain over last year. SOIVX return over 5 years is better than : 112.16 vs. VSTSX (88.51).
| 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 | 8.647 | 5.721 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 1.91T | 0% |
| Annual Yield % from dividends | 4.25 | 1.23 | 346% |
| Returns for 1 year | 10.21 | 9.82 | 104% |
| Returns for 3 years | 76.96 | 59.53 | 129% |
| Returns for 5 years | 112.16 | 88.51 | 127% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement