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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
Spirit of America Large Cap Value Inst
Price$35.16
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets199.37M
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
VolumeN/A
Net Assets1.91T
SOIVX vs VTSMX Comparison Chart in %
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SOIVX vs. VTSMX commentary
Jul 17, 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: 1.91T vs. SOIVX (199M). SOIVX pays higher dividends than VTSMX: SOIVX (4.25) vs VTSMX (1.12). 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 (10.21) and VTSMX (9.80) have marching annual gain over last year. SOIVX return over 5 years is better than : 112.16 vs. VTSMX (88.36).
| 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 | 8.647 | 5.711 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 1.91T | 0% |
| Annual Yield % from dividends | 4.25 | 1.12 | 380% |
| Returns for 1 year | 10.21 | 9.80 | 104% |
| Returns for 3 years | 76.96 | 59.40 | 130% |
| Returns for 5 years | 112.16 | 88.36 | 127% |
| Returns for 10 years | N/A | 188.76 | - |
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