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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
Spirit of America Large Cap Value Inst
Price$31.54
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets177.38M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
SOIVX vs VTSMX Comparison Chart
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SOIVX vs. VTSMX commentary
May 09, 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: 1.72T vs. SOIVX (177M). SOIVX pays higher dividends than VTSMX: SOIVX (4.73) vs VTSMX (1.26). 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: 7.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SOIVX: VTSMX (3000) vs SOIVX (100000). SOIVX (8.10) and VTSMX (7.85) have marching annual gain over last year. SOIVX return over 5 years is better than : 104.96 vs. VTSMX (87.92).
| 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 | -4.791 | -4.660 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.72T | 0% |
| Annual Yield % from dividends | 4.73 | 1.26 | 376% |
| Returns for 1 year | 8.10 | 7.85 | 103% |
| Returns for 3 years | 47.46 | 39.37 | 121% |
| Returns for 5 years | 104.96 | 87.92 | 119% |
| Returns for 10 years | N/A | 162.78 | - |