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SOIVX vs VFIAX
SOIVX vs VFIAX Comparison
Open Charts SOIVX vs VFIAX
Spirit of America Large Cap Value Inst
Price$38.11
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets214.56M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
SOIVX vs VFIAX Comparison Chart in %
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SOIVX vs. VFIAX commentary
Oct 19, 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: 1.41T vs. SOIVX (215M). SOIVX pays higher dividends than VFIAX: SOIVX (3.89) vs VFIAX (1.14). SOIVX was incepted earlier than VFIAX: SOIVX (5 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). SOIVX annual gain was more profitable for investors over the last year : 16.09 vs. VFIAX (14.15). SOIVX return over 5 years is better than : 110.92 vs. VFIAX (91.55).
| 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 | 5 years | 25 years | - |
| Gain YTD | 18.065 | 13.413 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 1.41T | 0% |
| Annual Yield % from dividends | 3.89 | 1.14 | 342% |
| Returns for 1 year | 16.09 | 14.15 | 114% |
| Returns for 3 years | 97.42 | 79.39 | 123% |
| Returns for 5 years | 110.92 | 91.55 | 121% |
| Returns for 10 years | N/A | 228.70 | - |
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