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SOIVX vs VFINX
SOIVX vs VFINX Comparison
Open Charts SOIVX vs VFINX
Spirit of America Large Cap Value Inst
Price$36.04
Change-$2.41 (-6.27%)
VolumeN/A
Net Assets214.16M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
SOIVX vs VFINX Comparison Chart in %
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SOIVX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. SOIVX (214M). SOIVX pays higher dividends than VFINX: SOIVX (3.95) vs VFINX (1.01). SOIVX was incepted earlier than VFINX: SOIVX (6 years) vs VFINX (49 years). SOIVX (1.22) is less costly to investors than VFINX (0.14). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SOIVX: VFINX (0) vs SOIVX (100000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. SOIVX (12.46). SOIVX return over 5 years is better than : 84.94 vs. VFINX (78.93).
| SOIVX | VFINX | SOIVX / VFINX | |
| Total Expense Ratio | 1.22 | 0.14 | 871% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 6 years | 49 years | - |
| Gain YTD | 1.521 | 1.131 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 1.48T | 0% |
| Annual Yield % from dividends | 3.95 | 1.01 | 391% |
| Returns for 1 year | 12.46 | 15.48 | 80% |
| Returns for 3 years | 76.68 | 67.54 | 114% |
| Returns for 5 years | 84.94 | 78.93 | 108% |
| Returns for 10 years | N/A | 268.63 | - |
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