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SOIVX vs VSTSX
SOIVX vs VSTSX Comparison
Open Charts SOIVX vs VSTSX
Spirit of America Large Cap Value Inst
Price$35.65
Change-$0.13 (-0.36%)
VolumeN/A
Net Assets203.33M
Vanguard Total Stock Mkt Idx Instl Sel
Price$298.03
Change-$0.27 (-0.09%)
VolumeN/A
Net Assets1.91T
SOIVX vs VSTSX Comparison Chart in %
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SOIVX vs. VSTSX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SOIVX (203M). SOIVX pays higher dividends than VSTSX: SOIVX (4.12) vs VSTSX (1.20). 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 annual gain was more profitable for investors over the last year : 24.42 vs. VSTSX (21.80). SOIVX return over 5 years is better than : 108.82 vs. VSTSX (84.04).
| 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 | 10.846 | 7.468 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.91T | 0% |
| Annual Yield % from dividends | 4.12 | 1.20 | 344% |
| Returns for 1 year | 24.42 | 21.80 | 112% |
| Returns for 3 years | 69.14 | 50.27 | 138% |
| Returns for 5 years | 108.82 | 84.04 | 129% |
| Returns for 10 years | N/A | N/A | - |
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