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SOIVX vs VSTSX
SOIVX vs VSTSX Comparison
Open Charts SOIVX vs VSTSX
Spirit of America Large Cap Value Inst
Price$36.02
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets202.64M
Vanguard Total Stock Mkt Idx Instl Sel
Price$306.33
Change-$0.60 (-0.20%)
VolumeN/A
Net Assets1.95T
SOIVX vs VSTSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. SOIVX (203M). SOIVX pays higher dividends than VSTSX: SOIVX (4.10) vs VSTSX (1.17). SOIVX was incepted earlier than VSTSX: SOIVX (5 years) vs VSTSX (9 years). SOIVX (1.22) is less costly to investors than VSTSX (0.01). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). SOIVX has a lower initial minimum investment than VSTSX: SOIVX (100000) vs VSTSX (5000000000). VSTSX (18.06) and SOIVX (18.03) have marching annual gain over last year. SOIVX return over 5 years is better than : 103.30 vs. VSTSX (85.09).
| SOIVX | VSTSX | SOIVX / VSTSX | |
| Total Expense Ratio | 1.22 | 0.01 | 12,200% |
| Annual Report Gross Expense Ratio | 1.22 | 0.01 | 12,200% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 11.001 | 10.361 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.95T | 0% |
| Annual Yield % from dividends | 4.10 | 1.17 | 350% |
| Returns for 1 year | 18.03 | 18.06 | 100% |
| Returns for 3 years | 77.57 | 63.76 | 122% |
| Returns for 5 years | 103.30 | 85.09 | 121% |
| Returns for 10 years | N/A | N/A | - |
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