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SOIVX vs VFINX
SOIVX vs VFINX Comparison
Open Charts SOIVX vs VFINX
Spirit of America Large Cap Value Inst
Price$37.96
Change-$0.83 (-2.14%)
VolumeN/A
Net Assets218.98M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
SOIVX vs VFINX Comparison Chart in %
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SOIVX vs. VFINX commentary
Nov 14, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. SOIVX (219M). SOIVX pays higher dividends than VFINX: SOIVX (3.77) vs VFINX (1.02). 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 (14.54) and SOIVX (14.14) have marching annual gain over last year. SOIVX return over 5 years is better than : 110.06 vs. VFINX (91.22).
| 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 | 20.171 | 16.640 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 1.46T | 0% |
| Annual Yield % from dividends | 3.77 | 1.02 | 369% |
| Returns for 1 year | 14.14 | 14.54 | 97% |
| Returns for 3 years | 84.11 | 71.72 | 117% |
| Returns for 5 years | 110.06 | 91.22 | 121% |
| Returns for 10 years | N/A | 238.83 | - |
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