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SOIVX vs VFIAX
SOIVX vs VFIAX Comparison
Open Charts SOIVX vs VFIAX
Spirit of America Large Cap Value Inst
Price$38.40
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets214.85M
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
SOIVX vs VFIAX Comparison Chart in %
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SOIVX vs. VFIAX 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 SOIVX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. SOIVX (215M). 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 annual gain was more profitable for investors over the last year : 12.70 vs. SOIVX (11.88). SOIVX return over 5 years is better than : 103.28 vs. VFIAX (85.88).
| 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 | 18.560 | 16.106 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 1.46T | 0% |
| Annual Yield % from dividends | 3.85 | 1.11 | 346% |
| Returns for 1 year | 11.88 | 12.70 | 94% |
| Returns for 3 years | 78.38 | 67.36 | 116% |
| Returns for 5 years | 103.28 | 85.88 | 120% |
| Returns for 10 years | N/A | 225.65 | - |
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