FXAIX
Price
$240.44
Change
+$6.47 (+2.77%)
Updated
Feb 3 closing price
Net Assets
752.97B
SOIVX
Price
$36.04
Change
-$2.41 (-6.27%)
Updated
Feb 3 closing price
Net Assets
214.16M
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FXAIX vs SOIVX

Header iconFXAIX vs SOIVX Comparison
Open Charts FXAIX vs SOIVXBanner chart's image
Fidelity 500 Index
Price$240.44
Change+$6.47 (+2.77%)
VolumeN/A
Net Assets752.97B
Spirit of America Large Cap Value Inst
Price$36.04
Change-$2.41 (-6.27%)
VolumeN/A
Net Assets214.16M
FXAIX vs SOIVX Comparison Chart in %
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FXAIX vs. SOIVX commentary
Feb 05, 2026

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 Buy and SOIVX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. SOIVX (214M). SOIVX pays higher dividends than FXAIX: SOIVX (3.95) vs FXAIX (1.10). 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 : 17.83 vs. SOIVX (12.46). FXAIX return over 5 years is better than : 93.74 vs. SOIVX (84.94).
FXAIXSOIVXFXAIX / SOIVX
Total Expense Ratio0.011.221%
Annual Report Gross Expense Ratio0.011.221%
Fund Existence15 years6 years-
Gain YTD1.9981.521131%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets753B214M351,869%
Annual Yield % from dividends1.103.9528%
Returns for 1 year17.8312.46143%
Returns for 3 years75.9476.6899%
Returns for 5 years93.7484.94110%
Returns for 10 years310.97N/A-
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