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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$38.40
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets214.85M
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
SOIVX vs VSMPX Comparison Chart in %
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SOIVX vs. VSMPX commentary
Dec 04, 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. SOIVX (215M). SOIVX pays higher dividends than VSMPX: SOIVX (3.85) vs VSMPX (1.12). SOIVX was incepted earlier than VSMPX: SOIVX (6 years) vs VSMPX (11 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 (11.88) and VSMPX (11.45) have marching annual gain over last year. SOIVX return over 5 years is better than : 103.28 vs. VSMPX (77.28).
| 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 | 6 years | 11 years | - |
| Gain YTD | 18.560 | 15.521 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 2.05T | 0% |
| Annual Yield % from dividends | 3.85 | 1.12 | 344% |
| Returns for 1 year | 11.88 | 11.45 | 104% |
| Returns for 3 years | 78.38 | 64.49 | 122% |
| Returns for 5 years | 103.28 | 77.28 | 134% |
| Returns for 10 years | N/A | 213.44 | - |
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