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SOIVX vs VFIAX
SOIVX vs VFIAX Comparison
Open Charts SOIVX vs VFIAX
Spirit of America Large Cap Value Inst
Price$38.64
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets215.88M
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
SOIVX vs VFIAX Comparison Chart in %
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SOIVX vs. VFIAX commentary
Dec 27, 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 SOIVX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. SOIVX (216M). SOIVX pays higher dividends than VFIAX: SOIVX (3.85) vs VFIAX (1.11). SOIVX was incepted earlier than VFIAX: SOIVX (6 years) vs VFIAX (25 years). SOIVX (1.22) is less costly to investors than VFIAX (0.04). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SOIVX: VFIAX (3000) vs SOIVX (100000). VFIAX (14.85) and SOIVX (14.44) have marching annual gain over last year. SOIVX return over 5 years is better than : 102.70 vs. VFIAX (87.47).
| SOIVX | VFIAX | SOIVX / VFIAX | |
| Total Expense Ratio | 1.22 | 0.04 | 3,050% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 19.707 | 17.879 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 1.48T | 0% |
| Annual Yield % from dividends | 3.85 | 1.11 | 346% |
| Returns for 1 year | 14.44 | 14.85 | 97% |
| Returns for 3 years | 90.85 | 81.35 | 112% |
| Returns for 5 years | 102.70 | 87.47 | 117% |
| Returns for 10 years | N/A | 234.28 | - |
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