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SOIVX vs VFIAX
SOIVX vs VFIAX Comparison
Open Charts SOIVX vs VFIAX
Spirit of America Large Cap Value Inst
Price$36.04
Change-$2.41 (-6.27%)
VolumeN/A
Net Assets214.16M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
SOIVX vs VFIAX Comparison Chart in %
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SOIVX vs. VFIAX commentary
Feb 05, 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 SOIVX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. SOIVX (214M). SOIVX pays higher dividends than VFIAX: SOIVX (3.95) vs VFIAX (1.10). 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 : 15.49 vs. SOIVX (12.46). SOIVX return over 5 years is better than : 84.94 vs. VFIAX (78.94).
| 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 | 1.521 | 1.141 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 1.48T | 0% |
| Annual Yield % from dividends | 3.95 | 1.10 | 359% |
| Returns for 1 year | 12.46 | 15.49 | 80% |
| Returns for 3 years | 76.68 | 67.56 | 113% |
| Returns for 5 years | 84.94 | 78.94 | 108% |
| Returns for 10 years | N/A | 268.61 | - |
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