SOIVX
Price
$35.65
Change
-$0.13 (-0.36%)
Updated
Aug 7 closing price
Net Assets
203.33M
VTSAX
Price
$151.34
Change
-$0.14 (-0.09%)
Updated
Aug 7 closing price
Net Assets
1.91T
Interact to see
Advertisement

SOIVX vs VTSAX

Header iconSOIVX vs VTSAX Comparison
Open Charts SOIVX vs VTSAXBanner chart's image
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 Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
SOIVX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SOIVX vs. VTSAX 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 VTSAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SOIVX (203M). SOIVX pays higher dividends than VTSAX: SOIVX (4.12) vs VTSAX (1.18). SOIVX was incepted earlier than VTSAX: SOIVX (5 years) vs VTSAX (25 years). SOIVX (1.22) is less costly to investors than VTSAX (0.04). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SOIVX: VTSAX (3000) vs SOIVX (100000). SOIVX annual gain was more profitable for investors over the last year : 24.42 vs. VTSAX (21.78). SOIVX return over 5 years is better than : 108.82 vs. VTSAX (83.94).
SOIVXVTSAXSOIVX / VTSAX
Total Expense Ratio1.220.043,050%
Annual Report Gross Expense Ratio1.220.043,050%
Fund Existence5 years25 years-
Gain YTD10.8467.459145%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets203M1.91T0%
Annual Yield % from dividends4.121.18348%
Returns for 1 year24.4221.78112%
Returns for 3 years69.1450.18138%
Returns for 5 years108.8283.94130%
Returns for 10 yearsN/A197.46-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DODWX15.600.12
+0.78%
Dodge & Cox Global Stock I
BACCX12.74N/A
N/A
BlackRock Energy Opportunities Inv C
FMIMX38.10N/A
N/A
FMI Common Stock Investor
CEKRX15.27N/A
N/A
Columbia Emerging Markets Inst2
MGQIX18.07N/A
N/A
Morgan Stanley Inst Global Stars I