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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
Spirit of America Large Cap Value Inst
Price$34.23
Change-$0.92 (-2.62%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SOIVX vs VTSMX Comparison Chart
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SOIVX vs. VTSMX commentary
Dec 19, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SOIVX (196M). SOIVX pays higher dividends than VTSMX: SOIVX (4.79) vs VTSMX (1.26). SOIVX was incepted earlier than VTSMX: SOIVX (5 years) vs VTSMX (33 years). SOIVX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SOIVX: VTSMX (3000) vs SOIVX (100000). SOIVX annual gain was more profitable for investors over the last year : 37.01 vs. VTSMX (26.90).
| SOIVX | VTSMX | SOIVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 36.464 | 26.352 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 1.84T | 0% |
| Annual Yield % from dividends | 4.79 | 1.26 | 379% |
| Returns for 1 year | 37.01 | 26.90 | 138% |
| Returns for 3 years | 38.70 | 27.88 | 139% |
| Returns for 5 years | N/A | 84.16 | - |
| Returns for 10 years | N/A | 192.04 | - |