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SOIAX vs VRTPX
SOIAX vs VRTPX Comparison
Open Charts SOIAX vs VRTPX
Spirit of America Real Estate Inc&Gr Ins
Price$8.26
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets68.06M
Vanguard Real Estate II Index
Price$21.71
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.6B
SOIAX vs VRTPX Comparison Chart in %
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SOIAX vs. VRTPX 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 SOIAX is a Hold and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.6B vs. SOIAX (68.1M). SOIAX pays higher dividends than VRTPX: SOIAX (10.51) vs VRTPX (3.72). SOIAX was incepted earlier than VRTPX: SOIAX (6 years) vs VRTPX (8 years). SOIAX (1.30) is less costly to investors than VRTPX (0.08). SOIAX is a more actively managed with annual turnover of: 8.00 vs. VRTPX (4.00). SOIAX has a lower initial minimum investment than VRTPX: SOIAX (100000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : -3.05 vs. SOIAX (-4.54). SOIAX (28.04) and VRTPX (28.00) have equivalent 5 years return.
| SOIAX | VRTPX | SOIAX / VRTPX | |
| Total Expense Ratio | 1.30 | 0.08 | 1,625% |
| Annual Report Gross Expense Ratio | 1.30 | 0.08 | 1,625% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 1.627 | 4.291 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.1M | 9.6B | 1% |
| Annual Yield % from dividends | 10.51 | 3.72 | 282% |
| Returns for 1 year | -4.54 | -3.05 | 149% |
| Returns for 3 years | 15.25 | 16.25 | 94% |
| Returns for 5 years | 28.04 | 28.00 | 100% |
| Returns for 10 years | N/A | N/A | - |
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