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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
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 I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SOIVX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SOIVX (203M). SOIVX pays higher dividends than VTSMX: SOIVX (4.10) vs VTSMX (1.07). 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). SOIVX (18.03) and VTSMX (18.03) have marching annual gain over last year. SOIVX return over 5 years is better than : 103.30 vs. VTSMX (84.94).
| 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 | 11.001 | 10.330 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 1.95T | 0% |
| Annual Yield % from dividends | 4.10 | 1.07 | 384% |
| Returns for 1 year | 18.03 | 18.03 | 100% |
| Returns for 3 years | 77.57 | 63.63 | 122% |
| Returns for 5 years | 103.30 | 84.94 | 122% |
| Returns for 10 years | N/A | 224.15 | - |
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