FXAIX
Price
$234.24
Change
-$3.94 (-1.65%)
Updated
Nov 13 closing price
Net Assets
736.94B
SOIVX
Price
$37.96
Change
-$0.83 (-2.14%)
Updated
Nov 13 closing price
Net Assets
218.98M
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FXAIX vs SOIVX

Header iconFXAIX vs SOIVX Comparison
Open Charts FXAIX vs SOIVXBanner chart's image
Fidelity 500 Index
Price$234.24
Change-$3.94 (-1.65%)
VolumeN/A
Net Assets736.94B
Spirit of America Large Cap Value Inst
Price$37.96
Change-$0.83 (-2.14%)
VolumeN/A
Net Assets218.98M
FXAIX vs SOIVX Comparison Chart in %
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FXAIX vs. SOIVX commentary
Nov 14, 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 Hold and SOIVX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. SOIVX (219M). SOIVX pays higher dividends than FXAIX: SOIVX (3.77) 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 : 15.86 vs. SOIVX (14.14). SOIVX (110.06) and FXAIX (105.43) have equivalent 5 years return.
FXAIXSOIVXFXAIX / SOIVX
Total Expense Ratio0.011.221%
Annual Report Gross Expense Ratio0.011.221%
Fund Existence15 years6 years-
Gain YTD17.62820.17187%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets737B219M336,530%
Annual Yield % from dividends1.113.7730%
Returns for 1 year15.8614.14112%
Returns for 3 years79.0584.1194%
Returns for 5 years105.43110.0696%
Returns for 10 years272.34N/A-
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