SOIVX
Price
$36.17
Change
+$0.11 (+0.31%)
Updated
Aug 27 closing price
Net Assets
203.17M
VTSAX
Price
$155.81
Change
+$0.56 (+0.36%)
Updated
Aug 28 closing price
Net Assets
1.91T
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SOIVX vs VTSAX

Header iconSOIVX vs VTSAX Comparison
Open Charts SOIVX vs VTSAXBanner chart's image
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 Adm
Price$155.81
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
SOIVX vs VTSAX Comparison Chart in %
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SOIVX vs. VTSAX 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 VTSAX is a Buy.

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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). VTSAX annual gain was more profitable for investors over the last year : 15.91 vs. SOIVX (13.97). SOIVX return over 5 years is better than : 99.24 vs. VTSAX (80.23).
SOIVXVTSAXSOIVX / VTSAX
Total Expense Ratio1.220.043,050%
Annual Report Gross Expense Ratio1.220.043,050%
Fund Existence5 years25 years-
Gain YTD11.71410.134116%
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 year13.9715.9188%
Returns for 3 years71.2358.15122%
Returns for 5 years99.2480.23124%
Returns for 10 yearsN/A224.21-
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