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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
Spirit of America Large Cap Value Inst
Price$29.94
Change+$0.26 (+0.88%)
VolumeN/A
Net Assets169.85M
Vanguard Total Stock Mkt Idx I
Price$128.52
Change+$1.05 (+0.82%)
VolumeN/A
Net Assets1.7T
SOIVX vs VTSMX Comparison Chart
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SOIVX vs. VTSMX commentary
Apr 16, 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: 1.7T vs. SOIVX (170M). SOIVX pays higher dividends than VTSMX: SOIVX (4.72) vs VTSMX (1.25). SOIVX was incepted earlier than VTSMX: SOIVX (5 years) vs VTSMX (33 years). SOIVX (1.23) is less costly to investors than VTSMX (0.14). 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). VTSMX annual gain was more profitable for investors over the last year : 3.63 vs. SOIVX (3.44).
| SOIVX | VTSMX | SOIVX / VTSMX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.23 | 0.14 | 879% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -10.006 | -9.569 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.7T | 0% |
| Annual Yield % from dividends | 4.72 | 1.25 | 378% |
| Returns for 1 year | 3.44 | 3.63 | 95% |
| Returns for 3 years | 27.18 | 19.00 | 143% |
| Returns for 5 years | N/A | 89.72 | - |
| Returns for 10 years | N/A | 151.43 | - |
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