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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$38.11
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets214.44M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
SOIVX vs VSMPX Comparison Chart in %
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SOIVX vs. VSMPX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. SOIVX (214M). SOIVX pays higher dividends than VSMPX: SOIVX (3.89) vs VSMPX (1.15). 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 annual gain was more profitable for investors over the last year : 16.09 vs. VSMPX (13.81). SOIVX return over 5 years is better than : 110.92 vs. VSMPX (84.96).
| 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 | 18.065 | 13.029 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 2.02T | 0% |
| Annual Yield % from dividends | 3.89 | 1.15 | 340% |
| Returns for 1 year | 16.09 | 13.81 | 117% |
| Returns for 3 years | 97.42 | 76.12 | 128% |
| Returns for 5 years | 110.92 | 84.96 | 131% |
| Returns for 10 years | N/A | 215.53 | - |
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