Interact to see
Advertisement
Advertisement
SOIVX vs VTSAX
SOIVX vs VTSAX Comparison
Open Charts SOIVX vs VTSAX
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 Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SOIVX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SOIVX (200M). SOIVX pays higher dividends than VTSAX: SOIVX (4.25) vs VTSAX (1.21). SOIVX was incepted earlier than VTSAX: SOIVX (5 years) vs VTSAX (25 years). SOIVX (1.22) is less costly to investors than VTSAX (0.04). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SOIVX: VTSAX (3000) vs SOIVX (100000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. SOIVX (11.96). SOIVX return over 5 years is better than : 118.26 vs. VTSAX (95.62).
| SOIVX | VTSAX | SOIVX / VTSAX | |
| Total Expense Ratio | 1.22 | 0.04 | 3,050% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 8.616 | 6.416 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 1.82T | 0% |
| Annual Yield % from dividends | 4.25 | 1.21 | 351% |
| Returns for 1 year | 11.96 | 13.89 | 86% |
| Returns for 3 years | 78.84 | 62.12 | 127% |
| Returns for 5 years | 118.26 | 95.62 | 124% |
| Returns for 10 years | N/A | 198.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement