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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$36.01
Change-$0.14 (-0.39%)
VolumeN/A
Net Assets204.41M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
SOIVX vs VSMPX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SOIVX (204M). SOIVX pays higher dividends than VSMPX: SOIVX (4.12) vs VSMPX (1.20). SOIVX was incepted earlier than VSMPX: SOIVX (5 years) vs VSMPX (10 years). SOIVX (1.22) is less costly to investors than VSMPX (0.02). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). SOIVX has a lower initial minimum investment than VSMPX: SOIVX (100000) vs VSMPX (100000000). SOIVX (16.24) and VSMPX (16.22) have marching annual gain over last year. SOIVX return over 5 years is better than : 108.30 vs. VSMPX (85.90).
| SOIVX | VSMPX | SOIVX / VSMPX | |
| Total Expense Ratio | 1.22 | 0.02 | 6,100% |
| Annual Report Gross Expense Ratio | 1.22 | 0.02 | 6,100% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 11.559 | 9.284 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 1.91T | 0% |
| Annual Yield % from dividends | 4.12 | 1.20 | 344% |
| Returns for 1 year | 16.24 | 16.22 | 100% |
| Returns for 3 years | 62.72 | 46.86 | 134% |
| Returns for 5 years | 108.30 | 85.90 | 126% |
| Returns for 10 years | N/A | 193.56 | - |
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