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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SOIVX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SOIVX (200M). SOIVX pays higher dividends than VTSMX: SOIVX (4.25) vs VTSMX (1.12). SOIVX was incepted earlier than VTSMX: SOIVX (5 years) vs VTSMX (33 years). SOIVX (1.22) is less costly to investors than VTSMX (0.14). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SOIVX: VTSMX (3000) vs SOIVX (100000). VTSMX 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. VTSMX (95.59).
| SOIVX | VTSMX | SOIVX / VTSMX | |
| Total Expense Ratio | 1.22 | 0.14 | 871% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 8.616 | 6.421 | 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 | 1.12 | 380% |
| Returns for 1 year | 11.96 | 13.89 | 86% |
| Returns for 3 years | 78.84 | 62.08 | 127% |
| Returns for 5 years | 118.26 | 95.59 | 124% |
| Returns for 10 years | N/A | 198.05 | - |
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