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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$35.06
Change+$0.32 (+0.92%)
VolumeN/A
Net Assets199.68M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
SOIVX vs VSMPX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SOIVX (200M). SOIVX pays higher dividends than VSMPX: SOIVX (4.25) vs VSMPX (1.22). 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 : 13.90 vs. SOIVX (11.96). SOIVX return over 5 years is better than : 118.26 vs. VSMPX (95.69).
| 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 | 8.616 | 6.426 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 1.82T | 0% |
| Annual Yield % from dividends | 4.25 | 1.22 | 347% |
| Returns for 1 year | 11.96 | 13.90 | 86% |
| Returns for 3 years | 78.84 | 62.17 | 127% |
| Returns for 5 years | 118.26 | 95.69 | 124% |
| Returns for 10 years | N/A | 189.21 | - |
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