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SOIVX vs VSTSX
SOIVX vs VSTSX Comparison
Open Charts SOIVX vs VSTSX
Spirit of America Large Cap Value Inst
Price$31.54
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets177.38M
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.64
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets1.72T
SOIVX vs VSTSX Comparison Chart
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SOIVX vs. VSTSX commentary
May 09, 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: 1.72T vs. SOIVX (177M). SOIVX pays higher dividends than VSTSX: SOIVX (4.73) vs VSTSX (1.38). SOIVX was incepted earlier than VSTSX: SOIVX (5 years) vs VSTSX (9 years). SOIVX (1.23) 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 (8.10) and VSTSX (7.87) have marching annual gain over last year. SOIVX return over 5 years is better than : 104.96 vs. VSTSX (88.05).
| SOIVX | VSTSX | SOIVX / VSTSX | |
| Total Expense Ratio | 1.23 | 0.01 | 12,300% |
| Annual Report Gross Expense Ratio | 1.23 | 0.01 | 12,300% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -4.791 | -4.647 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.72T | 0% |
| Annual Yield % from dividends | 4.73 | 1.38 | 344% |
| Returns for 1 year | 8.10 | 7.87 | 103% |
| Returns for 3 years | 47.46 | 39.48 | 120% |
| Returns for 5 years | 104.96 | 88.05 | 119% |
| Returns for 10 years | N/A | N/A | - |