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$36.17
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets203.17M
Vanguard Total Stock Mkt Idx Instl Sel
Price$305.74
Change+$0.84 (+0.28%)
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
Aug 29, 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 (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). VSTSX annual gain was more profitable for investors over the last year : 14.91 vs. SOIVX (13.97). SOIVX return over 5 years is better than : 99.24 vs. VSTSX (79.85).
| 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 | 11.714 | 9.846 | 119% |
| 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 | 13.97 | 14.91 | 94% |
| Returns for 3 years | 71.23 | 56.70 | 126% |
| Returns for 5 years | 99.24 | 79.85 | 124% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement