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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$7.90
Change-$0.33 (-4.01%)
VolumeN/A
Net Assets66.01M
Vanguard Real Estate II Index
Price$21.59
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets9.62B
SOIAX vs VRTPX Comparison Chart in %
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SOIAX vs. VRTPX commentary
Feb 04, 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 SOIAX is a Hold and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.62B vs. SOIAX (66M). SOIAX pays higher dividends than VRTPX: SOIAX (11.02) vs VRTPX (3.71). 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 : 3.23 vs. SOIAX (1.46). VRTPX return over 5 years is better than : 22.64 vs. SOIAX (19.36).
| 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 | 2.332 | 1.362 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66M | 9.62B | 1% |
| Annual Yield % from dividends | 11.02 | 3.71 | 297% |
| Returns for 1 year | 1.46 | 3.23 | 45% |
| Returns for 3 years | 8.57 | 10.18 | 84% |
| Returns for 5 years | 19.36 | 22.64 | 86% |
| Returns for 10 years | N/A | N/A | - |