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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$33.99
Change-$0.30 (-0.87%)
VolumeN/A
Net Assets191.95M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
SOIVX vs VSMPX Comparison Chart
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VS
VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SOIVX (192M). SOIVX pays higher dividends than VSMPX: SOIVX (4.40) vs VSMPX (1.29). 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). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. SOIVX (8.05). SOIVX return over 5 years is better than : 113.96 vs. VSMPX (91.46).
| 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 | 3.062 | 1.374 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 1.82T | 0% |
| Annual Yield % from dividends | 4.40 | 1.29 | 341% |
| Returns for 1 year | 8.05 | 10.08 | 80% |
| Returns for 3 years | 70.48 | 57.66 | 122% |
| Returns for 5 years | 113.96 | 91.46 | 125% |
| Returns for 10 years | N/A | 170.67 | - |
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