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SOIVX vs VTSAX
SOIVX vs VTSAX Comparison
Open Charts SOIVX vs VTSAX
Spirit of America Large Cap Value Inst
Price$33.99
Change-$0.30 (-0.87%)
VolumeN/A
Net Assets191.95M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SOIVX vs VTSAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SOIVX (192M). SOIVX pays higher dividends than VTSAX: SOIVX (4.40) vs VTSAX (1.28). 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 : 10.07 vs. SOIVX (8.05). SOIVX return over 5 years is better than : 113.96 vs. VTSAX (91.40).
| 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 | 3.062 | 1.365 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 1.82T | 0% |
| Annual Yield % from dividends | 4.40 | 1.28 | 343% |
| Returns for 1 year | 8.05 | 10.07 | 80% |
| Returns for 3 years | 70.48 | 57.61 | 122% |
| Returns for 5 years | 113.96 | 91.40 | 125% |
| Returns for 10 years | N/A | 179.53 | - |
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