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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
Spirit of America Large Cap Value Inst
Price$33.87
Change+$0.38 (+1.13%)
VolumeN/A
Net Assets187.87M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
SOIVX vs VTSMX Comparison Chart
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SOIVX vs. VTSMX commentary
Jun 07, 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 (188M). 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 : 10.96 vs. SOIVX (8.48). SOIVX return over 5 years is better than : 101.80 vs. VTSMX (80.94).
| 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 | 1.546 | 0.817 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 1.82T | 0% |
| Annual Yield % from dividends | 4.40 | 1.18 | 372% |
| Returns for 1 year | 8.48 | 10.96 | 77% |
| Returns for 3 years | 51.08 | 40.34 | 127% |
| Returns for 5 years | 101.80 | 80.94 | 126% |
| Returns for 10 years | N/A | 179.94 | - |
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