FXAIX
Price
$238.37
Change
+$0.72 (+0.30%)
Updated
Dec 3 closing price
Net Assets
738.56B
SOIVX
Price
$38.40
Change
+$0.17 (+0.44%)
Updated
Dec 3 closing price
Net Assets
214.85M
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FXAIX vs SOIVX

Header iconFXAIX vs SOIVX Comparison
Open Charts FXAIX vs SOIVXBanner chart's image
Fidelity 500 Index
Price$238.37
Change+$0.72 (+0.30%)
VolumeN/A
Net Assets738.56B
Spirit of America Large Cap Value Inst
Price$38.40
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets214.85M
FXAIX vs SOIVX Comparison Chart in %
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FXAIX vs. SOIVX commentary
Dec 04, 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 FXAIX is a StrongBuy and SOIVX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. SOIVX (215M). SOIVX pays higher dividends than FXAIX: SOIVX (3.85) vs FXAIX (1.11). FXAIX was incepted earlier than SOIVX: FXAIX (15 years) vs SOIVX (6 years). SOIVX (1.22) is less costly to investors than FXAIX (0.01). SOIVX is a more actively managed with annual turnover of: 7.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SOIVX: FXAIX (0) vs SOIVX (100000). FXAIX annual gain was more profitable for investors over the last year : 14.07 vs. SOIVX (11.88). SOIVX (103.28) and FXAIX (99.82) have equivalent 5 years return.
FXAIXSOIVXFXAIX / SOIVX
Total Expense Ratio0.011.221%
Annual Report Gross Expense Ratio0.011.221%
Fund Existence15 years6 years-
Gain YTD17.15318.56092%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets739B215M343,721%
Annual Yield % from dividends1.113.8529%
Returns for 1 year14.0711.88118%
Returns for 3 years74.6178.3895%
Returns for 5 years99.82103.2897%
Returns for 10 years258.16N/A-
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