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SOAAX vs VGSNX
SOAAX vs VGSNX Comparison
Open Charts SOAAX vs VGSNX
Spirit of America Real Estate Inc & Gr A
Price$8.47
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets73.15M
Vanguard Real Estate Index Institutional
Price$19.75
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets63.57B
SOAAX vs VGSNX Comparison Chart in %
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SOAAX vs. VGSNX commentary
Jul 06, 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 SOAAX is a StrongBuy and VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. SOAAX (73.1M). SOAAX pays higher dividends than VGSNX: SOAAX (10.11) vs VGSNX (3.92). SOAAX was incepted earlier than VGSNX: SOAAX (28 years) vs VGSNX (22 years). SOAAX (1.60) is less costly to investors than VGSNX (0.11). SOAAX is a more actively managed with annual turnover of: 8.00 vs. VGSNX (7.00). SOAAX has a lower initial minimum investment than VGSNX: SOAAX (500) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 12.23 vs. SOAAX (8.44). VGSNX return over 5 years is better than : 36.17 vs. SOAAX (28.49).
| SOAAX | VGSNX | SOAAX / VGSNX | |
| Total Expense Ratio | 1.60 | 0.11 | 1,455% |
| Annual Report Gross Expense Ratio | 1.60 | 0.11 | 1,455% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | -0.221 | 3.053 | -7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 63.6B | 0% |
| Annual Yield % from dividends | 10.11 | 3.92 | 258% |
| Returns for 1 year | 8.44 | 12.23 | 69% |
| Returns for 3 years | 9.40 | 10.19 | 92% |
| Returns for 5 years | 28.49 | 36.17 | 79% |
| Returns for 10 years | 31.12 | 66.09 | 47% |
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