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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
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 I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
SOIVX vs VTSMX Comparison Chart in %
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SOIVX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SOIVX (203M). SOIVX pays higher dividends than VTSMX: SOIVX (4.12) vs VTSMX (1.09). 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). SOIVX annual gain was more profitable for investors over the last year : 24.42 vs. VTSMX (21.77). SOIVX return over 5 years is better than : 108.82 vs. VTSMX (83.91).
| 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 | 10.846 | 7.450 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.91T | 0% |
| Annual Yield % from dividends | 4.12 | 1.09 | 377% |
| Returns for 1 year | 24.42 | 21.77 | 112% |
| Returns for 3 years | 69.14 | 50.15 | 138% |
| Returns for 5 years | 108.82 | 83.91 | 130% |
| Returns for 10 years | N/A | 196.78 | - |
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