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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
Spirit of America Large Cap Value Inst
Price$34.97
Change+$0.26 (+0.75%)
VolumeN/A
Net Assets194.54M
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
SOIVX vs VTSMX Comparison Chart in %
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SOIVX vs. VTSMX commentary
Jun 27, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SOIVX (195M). SOIVX pays higher dividends than VTSMX: SOIVX (4.40) vs VTSMX (1.18). SOIVX was incepted earlier than VTSMX: SOIVX (5 years) vs VTSMX (33 years). SOIVX (1.22) is less costly to investors than VTSMX (0.14). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SOIVX: VTSMX (3000) vs SOIVX (100000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. SOIVX (9.48). SOIVX return over 5 years is better than : 119.32 vs. VTSMX (97.67).
| SOIVX | VTSMX | SOIVX / VTSMX | |
| Total Expense Ratio | 1.22 | 0.14 | 871% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 5.246 | 3.321 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 1.82T | 0% |
| Annual Yield % from dividends | 4.40 | 1.18 | 372% |
| Returns for 1 year | 9.48 | 11.43 | 83% |
| Returns for 3 years | 69.48 | 54.19 | 128% |
| Returns for 5 years | 119.32 | 97.67 | 122% |
| Returns for 10 years | N/A | 190.87 | - |
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