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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
Spirit of America Large Cap Value Inst
Price$33.83
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets194.8M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SOIVX vs VTSMX Comparison Chart
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SOIVX vs. VTSMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SOIVX (195M). 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 : 32.53 vs. VTSMX (25.24).
| 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 | 2.577 | 2.241 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 1.78T | 0% |
| Annual Yield % from dividends | 4.79 | 1.26 | 379% |
| Returns for 1 year | 32.53 | 25.24 | 129% |
| Returns for 3 years | 40.42 | 28.94 | 140% |
| Returns for 5 years | N/A | 76.07 | - |
| Returns for 10 years | N/A | 194.99 | - |
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