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SOIVX vs VSTSX
SOIVX vs VSTSX Comparison
Open Charts SOIVX vs VSTSX
Spirit of America Large Cap Value Inst
Price$33.87
Change+$0.38 (+1.13%)
VolumeN/A
Net Assets187.87M
Vanguard Total Stock Mkt Idx Instl Sel
Price$282.92
Change+$2.98 (+1.06%)
VolumeN/A
Net Assets1.82T
SOIVX vs VSTSX Comparison Chart
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SOIVX vs. VSTSX commentary
Jun 07, 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: 1.82T vs. SOIVX (188M). SOIVX pays higher dividends than VSTSX: SOIVX (4.40) vs VSTSX (1.29). 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 : 10.98 vs. SOIVX (8.48). SOIVX return over 5 years is better than : 101.80 vs. VSTSX (81.06).
| 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 | 1.546 | 0.839 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 1.82T | 0% |
| Annual Yield % from dividends | 4.40 | 1.29 | 341% |
| Returns for 1 year | 8.48 | 10.98 | 77% |
| Returns for 3 years | 51.08 | 40.43 | 126% |
| Returns for 5 years | 101.80 | 81.06 | 126% |
| Returns for 10 years | N/A | N/A | - |
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