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SOIVX vs VSMPX
SOIVX vs VSMPX Comparison
Open Charts SOIVX vs VSMPX
Spirit of America Large Cap Value Inst
Price$36.04
Change-$2.41 (-6.27%)
VolumeN/A
Net Assets214.16M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
SOIVX vs VSMPX Comparison Chart in %
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SOIVX vs. VSMPX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SOIVX (214M). SOIVX pays higher dividends than VSMPX: SOIVX (3.95) vs VSMPX (1.11). 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). VSMPX annual gain was more profitable for investors over the last year : 14.80 vs. SOIVX (12.46). SOIVX return over 5 years is better than : 84.94 vs. VSMPX (68.28).
| 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 | 1.521 | 1.381 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 2.06T | 0% |
| Annual Yield % from dividends | 3.95 | 1.11 | 356% |
| Returns for 1 year | 12.46 | 14.80 | 84% |
| Returns for 3 years | 76.68 | 64.07 | 120% |
| Returns for 5 years | 84.94 | 68.28 | 124% |
| Returns for 10 years | N/A | 259.26 | - |
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